Position in EQR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$49,791,464
+$13,639,538 QoQ
Shares Held
841,783
+46.8% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.04%
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 Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$47,424
PutShares
800
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, 2026CITIGROUP INC holds $414,293,771 across 20 REIT - Residential names. EQR ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
286,027 | $69,218,534 | |
| 2 | AVB |
Avalonbay Communities Inc
|
354,956 | $57,982,061 | |
| 3 | EQR |
Equity Residential
This page
|
841,783 | $49,791,464 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,614,013 | $40,108,222 | |
| 5 | CPT |
Camden Property Trust
|
372,447 | $36,373,172 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
284,069 | $34,690,505 | |
| 7 | UDR |
UDR, Inc.
|
894,966 | $30,231,950 | |
| 8 | SUI |
Sun Communities Inc
|
198,193 | $24,964,389 |
All Filings in EQR
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,791,464 | 841,783 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $36,151,926 | 573,476 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,650,457 | 504,410 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $32,797,843 | 485,966 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $27,185,366 | 379,790 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $16,324,536 | 227,488 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $21,284,464 | 285,851 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $28,065,500 | 404,752 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $30,337,353 | 480,706 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,419,853 | 333,876 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,747,560 | 302,292 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $23,941,962 | 362,922 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $25,708,500 | 428,475 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $20,270,040 | 343,560 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $24,104,283 | 358,588 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $22,607,242 | 313,033 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $42,493,223 | 472,567 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $57,071,289 | 630,622 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $57,985,327 | 716,576 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $67,418,197 | 875,561 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $59,625,382 | 832,408 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $47,424 | 800 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $56,097,966 | 946,322 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $508,167 | 9,900 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $266,916 | 5,200 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $53,405,064 | 1,040,426 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $694,076 | 11,800 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $29,938,202 | 508,980 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $141,168 | 2,400 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $24,684 | 400 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $228,327 | 3,700 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $23,256,520 | 376,868 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||