§ REAL ESTATE
USD · Real Estate

EQR

EQUITY RESIDENTIAL
· USDSector · Real EstateMarket cap · $22754.76TBeta · 0.75
LAST · MARKET CLOSE
64.35
+0.32 ▲ 0.50%PREV CLOSE · $64.03
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 64.27HIGH 64.99LOW 63.68VOL 0AVG VOL 52W 57.57 — 72.40
EVENTSFEB 19 · MML SELL
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

EQR reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
370 increased/new, 237 decreased/exited (13F)
AC 13F Analysis
INSIDER
No recent filings
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
Street consensus
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E20.3P/S
EV/EBITDAP/B2.19
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend4.78%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for EQR. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
VANGUARD PORTFOLIO MANAGEMENT LLC31.2M0.1%
State Street24.1M0.0%−2%
VANGUARD CAPITAL MANAGEMENT LLC22.8M0.0%
VANGUARD CAPITAL MANAGEMENT LLC22.8M0.0%
BlackRock, Inc.16.6M0.0%+7%
BlackRock, Inc.11.9M0.0%
AC INTELLIGENCE

Top institutional owners for EQR as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER4.8% · 0 holders
OTHER39.7% · 521 holders
PASSIVE / INDEX18.8% · 14 holders
DEALER / BANK17.2% · 66 holders
QUALITY / COMPOUNDER9.5% · 35 holders
DEEP VALUE5.6% · 2 holders
INCOME / DEFENSIVE3.7% · 46 holders
SYSTEMATIC / QUANT0.4% · 9 holders
TACTICAL / MACRO0.3% · 7 holders
GROWTH / MOMENTUM0.0% · 2 holders
ACTIVIST0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderRoleActionShares$ value
FEB 19Manelis Michael LSELL2K−$154K
FEB 19Kaufman IanSELL909−$58K
FEB 19Carraway CatherineSELL749−$48K
FEB 11Manelis Michael LSELL6K−$375K
FEB 11Garechana RobertSELL4K−$237K
FEB 11Carraway CatherineSELL656−$43K
AC INTELLIGENCE

0 insider buys, 6 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES

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