BAMCO INC /NY/

Position in EQR — Equity Residential

CIK 1017918 NEW YORK, NY

Back to EQR Full portfolio

Position in EQR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,007,288

-$14,562,426 QoQ

Shares Held

473,496

-29.9% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in EQR Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Mar 31, 2026

BAMCO INC /NY/ holds $65,934,850 across 5 REIT - Residential names. EQR ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQR	Equity Residential This page	473,496	$28,007,288
2	UDR	UDR, Inc.	772,594	$26,098,225
3	JAN	Janus Living, Inc.	225,000	$5,303,250
4	ESS	Essex Property Trust, Inc.	16,125	$3,902,250
5	AMH	American Homes 4 Rent	93,977	$2,623,837

All Filings in EQR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,007,288	473,496	-29.9%	Shares	Defined	2026-05-15
2025-12-31	$42,569,714	675,281	+22.5%	Shares	Defined	2026-02-17
2025-09-30	$35,684,030	551,275	-4.6%	Shares	Defined	2025-11-14
2025-06-30	$39,017,858	578,128	-39.7%	Shares	Defined	2025-08-14
2025-03-31	$68,651,017	959,081	-10.2%	Shares	Defined	2025-05-15
2024-12-31	$76,622,672	1,067,763	+55.2%	Shares	Defined	2025-02-14
2024-09-30	$51,243,223	688,198	-51.4%	Shares	Defined	2024-11-14
2024-06-30	$98,237,930	1,416,757	+143.0%	Shares	Defined	2024-08-14
2024-03-31	$36,787,954	582,918	+3.3%	Shares	Defined	2024-05-15
2023-12-31	$34,520,477	564,429	+391.8%	Shares	Defined	2024-02-14
2023-09-30	$6,738,440	114,775	+7.9%	Shares	Defined	2023-11-14
2023-06-30	$7,017,558	106,375	-14.1%	Shares	Defined	2023-08-14
2023-03-31	$7,432,500	123,875	+327.6%	Shares	Defined	2023-05-15
2022-12-31	$1,709,289	28,971	-92.3%	Shares	Defined	2023-02-14
2022-09-30	$25,369,029	377,403	-39.8%	Shares	Defined	2022-11-14
2022-06-30	$45,252,690	626,595	-18.4%	Shares	Defined	2022-08-15
2022-03-31	$69,039,946	767,793	+14.0%	Shares	Defined	2022-05-13
2021-12-31	$60,935,188	673,317	+83.2%	Shares	Defined	2022-02-14
2021-09-30	$29,736,805	367,484	+62.3%	Shares	Defined	2021-11-12
2021-06-30	$17,437,266	226,458	+0.3%	Shares	Defined	2021-08-13
2021-03-31	$16,171,045	225,758	-2.6%	Shares	Defined	2021-05-19
2020-12-31	$13,746,498	231,891	+17141.0%	Shares	Defined	2021-02-12
2020-09-30	$69,038	1,345	+53.5%	Shares	Defined	2020-11-13
2020-06-30	$51,526	876	-43.1%	Shares	Defined	2020-08-14
2020-03-31	$95,033	1,540	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.