Position in EQR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$321,386,967
-$17,160,020 QoQ
Shares Held
5,433,423
+1.2% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.61290718576485.ToString("F0")%
Shared 6.508346580047237.ToString("F0")%
None 0.8787462341879142.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. EQR ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
This page
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in EQR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $321,386,967 | 5,433,423 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $338,546,987 | 5,370,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $336,572,371 | 5,199,635 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $339,247,459 | 5,026,633 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $363,454,893 | 5,077,604 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $374,915,571 | 5,224,576 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $384,546,954 | 5,164,477 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $362,847,620 | 5,232,876 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $329,872,370 | 5,226,943 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $318,569,411 | 5,208,787 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $305,189,256 | 5,198,250 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $337,367,080 | 5,113,947 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $303,448,380 | 5,057,473 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $292,349,248 | 4,955,072 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $355,816,296 | 5,293,310 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $389,523,334 | 5,393,566 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $491,303,277 | 5,463,782 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $499,661,812 | 5,521,125 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $454,139,547 | 5,612,204 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $439,489,435 | 5,707,655 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $425,291,735 | 5,937,341 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $358,326,911 | 6,044,651 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $305,224,246 | 5,946,313 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $326,039,201 | 5,542,999 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $337,331,235 | 5,466,395 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||