지분 주거
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionDavis Selected Advisers
Latest Disclosed Ownership105,765 shares
Latest Disclosed Value $ 6,256,000
Davis Selected Advisers reports 1.20% increase in ownership of EQR / Equity Residential

On May 7, 2026 - Davis Selected Advisers filed a 13F-HR form disclosing ownership of 105,765 shares of Equity Residential (MX:EQR) valued at $6,256,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 104,515 shares of Equity Residential. This represents a change in shares of 1.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F Equity Residential Common Stock 29476L107 105,765 1,250 1.20 6,256 -5.04 0.0287
2026-02-02 2025-12-31 13F Equity Residential Common Stock 29476L107 104,515 -2,700 -2.52 6,589 -5.07 0.0296
2025-12-29 2025-09-30 13F/A-1 Equity Residential Common Stock 29476L107 107,215 5,490 5.40 6,940 1.09 0.0362
2025-11-12 2025-09-30 13F Equity Residential Common Stock 29476L107 107,215 5,490 6,940 0.0362
2025-08-08 2025-06-30 13F Equity Residential Common 29476L107 101,725 1,870 1.87 6,865 -3.95 0.0367
2025-05-12 2025-03-31 13F Equity Residential Common 29476L107 99,855 -600 -0.60 7,148 -0.85 0.0412
2025-02-07 2024-12-31 13F Equity Residential Common 29476L107 100,455 -650 -0.64 7,209 -4.25 0.0419
2024-11-08 2024-09-30 13F Equity Residential Common 29476L107 101,105 -1,910 -1.85 7,528 0.0422
2024-08-07 2024-06-30 13F Equity Residential Common 29476L107 103,015 -36,690 -26.26 0 -100.00
2024-05-14 2024-03-31 13F/A-1 Equity Residential Common 29476L107 139,705 -5,210 -3.60 8,817 -0.53 0.0494
2024-05-13 2024-03-31 13F Equity Residential Common 29476L107 139,705 -5,210 8,817 0.0494
2024-02-12 2023-12-31 13F Equity Residential Common 29476L107 144,915 360 0.25 8,863 4.44 0.0501
2023-11-09 2023-09-30 13F Equity Residential Common 29476L107 144,555 0 0.00 8,487 -11.01 0.0532
2023-08-09 2023-06-30 13F Equity Residential Common 29476L107 144,555 3,370 2.39 9,536 12.57 0.0581
2023-05-08 2023-03-31 13F Equity Residential Common 29476L107 141,185 1,400 1.00 8,471 2.72 0.0560
2023-02-10 2022-12-31 13F Equity Residential Common 29476L107 139,785 -62,820 -31.01 8,247 -39.44 0.0560
2022-11-10 2022-09-30 13F Equity Residential Common 29476L107 202,605 0 0.00 13,619 -6.92 0.0968
2022-08-11 2022-06-30 13F Equity Residential Common 29476L107 202,605 6,900 3.53 14,632 -16.85 0.0939
2022-05-12 2022-03-31 13F Equity Residential Common 29476L107 195,705 2,680 1.39 17,598 0.74 0.0889
2022-02-11 2021-12-31 13F Equity Residential Common 29476L107 193,025 0 0.00 17,469 11.84 0.0812
2021-11-12 2021-09-30 13F Equity Residential Common 29476L107 193,025 -15,895 -7.61 15,620 -2.90 0.0722
2021-08-13 2021-06-30 13F Equity Residential Common 29476L107 208,920 -4,640 -2.17 16,087 5.16 0.0661
2021-05-13 2021-03-31 13F Equity Residential Common 29476L107 213,560 14,890 7.49 15,297 29.89 0.0669
2021-02-12 2020-12-31 13F Equity Residential Common 29476L107 198,670 2,730 1.39 11,777 17.09 0.0567
2020-11-12 2020-09-30 13F Equity Residential Common 29476L107 195,940 -53,400 -21.42 10,058 -31.42 0.0560
2020-08-12 2020-06-30 13F Equity Residential Common 29476L107 249,340 930 0.37 14,666 -4.33 0.0848
2020-05-15 2020-03-31 13F Equity Residential Common 29476L107 248,410 9,160 3.83 15,329 -20.82 0.1038
2020-02-13 2019-12-31 13F Equity Residential Common 29476L107 239,250 -320 -0.13 19,360 -6.32 0.0926
2019-11-13 2019-09-30 13F Equity Residential Common 29476L107 239,570 6,260 2.68 20,665 16.67 0.1040
2019-08-13 2019-06-30 13F Equity Residential Common 29476L107 233,310 -7,030 -2.93 17,713 -2.15 0.0876
2019-05-14 2019-03-31 13F Equity Residential Common 29476L107 240,340 2,800 1.18 18,102 15.45 0.0890
2019-02-12 2018-12-31 13F Equity Residential Common 29476L107 237,540 15,505 6.98 15,680 6.58 0.0876
2018-11-13 2018-09-30 13F Equity Residential Common 29476L107 222,035 -10,340 -4.45 14,712 -0.59 0.0632
2018-08-13 2018-06-30 13F Equity Residential Common 29476L107 232,375 10,985 4.96 14,800 8.49 0.0630
2018-05-14 2018-03-31 13F Equity Residential Common 29476L107 221,390 332 0.15 13,642 -3.23 0.0590
2018-02-13 2017-12-31 13F Equity Residential Common 29476L107 221,058 -659 -0.30 14,097 -3.56 0.0599
2017-11-16 2017-09-30 13F Equity Residential Common 29476L107 221,717 -160 -0.07 14,618 0.08 0.0622
2017-08-09 2017-06-30 13F Equity Residential Common 29476L107 221,877 510 0.23 14,606 6.05 0.0639
2017-05-12 2017-03-31 13F Equity Residential Common 29476L107 221,367 -96,252 -30.30 13,773 -32.62 0.0594
2017-02-13 2016-12-31 13F Equity Residential Common 29476L107 317,619 52,720 19.90 20,442 19.96 0.0895
2016-11-14 2016-09-30 13F Equity Residential Common 29476L107 264,899 28,564 12.09 17,041 4.68 0.0743
2016-08-12 2016-06-30 13F Equity Residential Common 29476L107 236,335 27,815 13.34 16,279 4.05 0.0717
2016-05-13 2016-03-31 13F Equity Residential Common 29476L107 208,520 25,913 14.19 15,645 5.01 0.0692
2016-02-12 2015-12-31 13F Equity Residential Common 29476L107 182,607 57,575 46.05 14,899 58.64 0.0622
2015-11-12 2015-09-30 13F Equity Residential Common 29476L107 125,032 -109,092 -46.60 9,392 -42.83 0.0389
2015-08-13 2015-06-30 13F Equity Residential Common 29476L107 234,124 101,743 76.86 16,428 113.99 0.0575
2014-05-13 2014-03-31 13F Equity Residential Properties Trust Common 29476L107 132,381 132,381 7,677 0.0211
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.