Position in EQR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,613,937
+$4,363,802 QoQ
Shares Held
1,261,436
+13.2% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Derivatives in EQR
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$179,655
PutShares
3,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BARCLAYS PLC holds $402,523,387 across 22 REIT - Residential names. EQR ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
499,003 | $81,512,138 | |
| 2 | EQR |
Equity Residential
This page
|
1,261,436 | $74,613,937 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
232,496 | $56,264,032 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,228,525 | $55,378,845 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
306,681 | $37,451,882 | |
| 6 | UDR |
UDR, Inc.
|
1,017,421 | $34,368,480 | |
| 7 | CPT |
Camden Property Trust
|
214,741 | $20,971,605 | |
| 8 | SUI |
Sun Communities Inc
|
133,484 | $16,813,643 |
All Filings in EQR
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,613,937 | 1,261,436 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $70,250,135 | 1,114,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,244,261 | 915,252 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $41,909,197 | 620,969 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $49,226,854 | 687,718 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $47,005,741 | 655,041 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $57,841,643 | 776,815 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $57,785,527 | 833,365 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $45,141,572 | 715,284 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $49,298,689 | 806,061 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $41,768,994 | 711,446 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $41,235,273 | 625,061 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $22,272,480 | 371,208 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $43,425,947 | 736,033 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $30,655,679 | 456,050 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $41,230,757 | 570,905 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $58,383,526 | 649,283 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $70,494,793 | 778,948 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $66,389,760 | 820,437 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $59,302,089 | 770,157 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $35,046,552 | 489,272 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $32,448,211 | 547,372 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $179,655 | 3,500 | Put | Sole | 2020-11-12 | |
| 2020-09-30 | $26,520,207 | 516,661 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $205,870 | 3,500 | Put | Sole | 2020-08-12 | |
| 2020-06-30 | $47,465,797 | 806,967 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $117,640 | 2,000 | Call | Sole | 2020-08-12 | |
| 2020-03-31 | $35,763,041 | 579,534 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $141,933 | 2,300 | Call | Sole | 2020-05-13 | |
| 2020-03-31 | $623,271 | 10,100 | Put | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||