Position in EQR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$169,835,913
+$11,388,281 QoQ
Shares Held
2,871,275
+14.2% QoQ
Ownership
0.766%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60.4453770537479.ToString("F0")%
Shared 0.ToString("F0")%
None 39.5546229462521.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Derivatives in EQR
reported options exposure · as of Mar 31, 2025CallValue
$1,703,604
CallShares
23,800
PutValue
$0
PutShares
0
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, 2026BANK OF AMERICA CORP /DE/ holds $1,263,102,816 across 19 REIT - Residential names. EQR ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,204,314 | $360,074,690 | |
| 2 | EQR |
Equity Residential
This page
|
2,871,275 | $169,835,913 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,980,918 | $123,648,898 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
841,563 | $102,771,671 | |
| 5 | CPT |
Camden Property Trust
|
916,997 | $89,553,925 | |
| 6 | INVH |
Invitation Homes Inc.
|
2,956,870 | $73,478,216 | |
| 7 | SUI |
Sun Communities Inc
|
568,513 | $71,609,896 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
251,888 | $60,956,896 |
All Filings in EQR
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169,835,913 | 2,871,275 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $158,447,632 | 2,513,446 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $100,112,772 | 1,546,621 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $93,221,166 | 1,381,259 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,703,604 | 23,800 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $108,689,860 | 1,518,439 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,707,888 | 23,800 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $134,466,253 | 1,873,833 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $132,474,835 | 1,779,141 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,958,298 | 26,300 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $120,071,706 | 1,731,637 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,823,642 | 26,300 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $104,493,306 | 1,655,733 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $79,884,620 | 1,306,158 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $102,623,080 | 1,747,966 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $127,848,999 | 1,937,987 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,282,000 | 54,700 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $178,717,200 | 2,978,620 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $266,703,069 | 4,520,391 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $861,280,782 | 12,812,865 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,019,279,493 | 14,113,535 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,240,187,068 | 13,792,116 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,050,722,283 | 11,610,191 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $923,853,602 | 11,416,876 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $818,597,780 | 10,631,140 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $581,013,991 | 8,111,322 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $91,125,152 | 1,537,199 | Shares | Defined | 2021-02-10 | |
| 2020-12-31 | $15,916,680 | 268,500 | Put | Defined | 2021-02-10 | |
| 2020-09-30 | $110,791,694 | 2,158,420 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $8,962,218 | 174,600 | Put | Defined | 2020-11-13 | |
| 2020-06-30 | $109,103,686 | 1,854,874 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $106,886,839 | 1,732,083 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||