2026-08-17
AI summary pending
View Full Filing (SEC EDGAR)Equity Residential
$63.66
+$5.3B
Net Activity
+25.06% total shares
Institutions Holding
717
Popularity Rank
#753
Avg Weight
0.20%
Total Value
$25.8B
Market Cap
$24.9B
717 institutions currently hold EQR, with 344 net buyers and 315 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
315
Net Buying Institutions
344
Top 5 by Value
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Across its top 20 institutional holders, EQR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 38/100).
EQR ranks #753 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
EQR is a top-conviction position for APG Asset Management US Inc. — at 5.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in EQR belongs to BlackRock, Inc., but the position matters far more to APG Asset Management US Inc., who has 5.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its EQR position for two straight quarters, increasing it by $561.2M to reach $3.1B today.
Cohen & Steers, Inc. has trimmed its EQR position for two straight quarters, cutting it by $158.5M while still holding $308.4M.
EQR posted net income of $875.4M over the trailing twelve months, and currently trades at a P/E of 28.4.
+$5.2B
Total Buy Value
$1.1B
Total Sell Value
344
Net Buyers
315
Net Sellers
EQR
Q2 2026
Top 5 Institutional Movers
Institutions accumulate while insiders uniformly sell
Signal Basis
13F filings show institutional net accumulation of $5.34B with 342 net buyers versus 314 net sellers and 85 new positions against 64 exits; however, 90-day insider activity reveals 6 sell trades and zero buys totaling $914,847 in sales, creating a clear divergence between the two signals.
Confirmation
A shift in insider behavior toward buying, or a sustained acceleration in institutional inflows beyond the current quarter, would help resolve the conflicting signals.
Invalidation Risk
Continued heavy institutional buying paired with insiders ceasing all selling activity would tilt the evidence toward a bullish conclusion.
This analysis is machine-generated from institutional holders' Form 13F data on SEC EDGAR and limited to historical trends. Not financial advice — see the source filings below.
See the institutional 13F filings behind this signalEQR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Manelis Michael L | 2026-02-18 | $154K |
| Sell | Kaufman Ian | 2026-02-18 | $58K |
| Sell | Carraway Catherine | 2026-02-18 | $48K |
| Sell | Manelis Michael L | 2026-02-10 | $375K |
| Sell | Garechana Robert | 2026-02-10 | $237K |
| Sell | Carraway Catherine | 2026-02-10 | $43K |
| Sell | Carraway Catherine | 2025-05-01 | $71K |
| Buy | Garechana Robert | 2025-03-17 | $279 |
6
Filings (90d)
$4.01M
Total Est. Value
63K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Garechana Robert | 2026-08-18 | $390K |
| Edward Schulman | 2026-08-18 | $1.07M |
| Christopher Howard | 2026-08-18 | $543K |
| Charles Mueller | 2026-08-18 | $511K |
| Susan Swanezy | 2026-08-18 | $1.00M |
| Manelis Michael L | 2026-08-17 | $503K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
7
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
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View Full Filing (SEC EDGAR)Equity Residential filed this 8-K to supplement its merger proxy with AvalonBay after receiving shareholder demand letters and three lawsuits claiming the proxy statement left out or misstated information about the all-stock merger. The two REITs are combining in a merger of equals, and the combined company will be named Vivmark Residential. EQR and AvalonBay deny the allegations and say no extra disclosures are legally required, but they are voluntarily adding details to avoid delays and legal costs. This filing itself doesn't include new financial terms or numbers—it's a disclosure update tied to litigation.
View Full Filing (SEC EDGAR)This 8-K from Equity Residential (EQR) provides unaudited pro forma financial statements related to its previously announced merger with AvalonBay. The filing shows that after the deal closes, legacy AvalonBay stockholders are expected to own about 51% and legacy EQR shareholders about 49% of the combined company. The deal is being treated as a reverse acquisition for accounting purposes: EQR is the legal issuer of shares, but AvalonBay is the accounting acquirer and its management will hold most top executive roles. The pro forma numbers are based on assumptions and are for information only, not a forecast of actual results.
View Full Filing (SEC EDGAR)Equity Residential (EQR) issued a press release on July 22, 2026, reporting its financial results for the quarter and six months ended June 30, 2026. The release is attached as Exhibit 99.1 to this Form 8-K and is “furnished” not “filed,” meaning it isn’t subject to Section 18 liability under the Exchange Act. The filing doesn’t include specific numbers in the excerpt provided.
View Full Filing (SEC EDGAR)29476L107
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