지분 주거
MX ˙ BMV ˙ US29476L1070
SecurityMX:EQR / Equity Residential
InstitutionSOUTH STATE Corp
Latest Disclosed Ownership51 shares
Latest Disclosed Value $ 3,017
SOUTH STATE Corp reports 27.50% increase in ownership of EQR / Equity Residential

On May 5, 2026 - SOUTH STATE Corp filed a 13F-HR form disclosing ownership of 51 shares of Equity Residential (MX:EQR) valued at $3,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 40 shares of Equity Residential. This represents a change in shares of 27.50% 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)
2026-05-05 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 51 11 27.50 3 50.00 0.0001
2026-02-11 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 40 -32 -44.44 3 -50.00 0.0001
2025-11-05 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 72 -44 -37.93 5 -42.86 0.0002
2025-08-06 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 116 51 78.46 8 75.00 0.0003
2025-05-12 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 65 65 5 0.0002
2019-08-13 2019-06-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 0 -8,200 -100.00 0 -100.00
2019-05-15 2019-03-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 618 14.23 0.0636
2019-02-11 2018-12-31 13F EQUITY RESIDENTIAL PROPERITES COMMON STOCK 29476L107 8,200 0 0.00 541 -0.37 0.0625
2018-11-08 2018-09-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 543 4.02 0.0559
2018-08-03 2018-06-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 522 3.37 0.0587
2018-05-11 2018-03-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 -1,590 -16.24 505 -19.07 0.0581
2018-02-12 2017-12-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 9,790 -226 -2.26 624 -5.60 0.0674
2017-11-09 2017-09-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 10,016 0 0.00 661 0.15 0.0741
2017-08-10 2017-06-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 10,016 1,816 22.15 660 29.41 0.0850
2017-05-09 2017-03-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 510 -3.41 0.0665
2017-02-08 2016-12-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 528 0.00 0.0758
2016-11-09 2016-09-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 528 -6.55 0.0805
2016-08-12 2016-06-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 565 -8.13 0.0847
2016-05-11 2016-03-31 13F EQUITY RESIDENTIAL PPTS COMMON STOCK 29476L107 8,200 0 0.00 615 -8.07 0.0956
2016-02-12 2015-12-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 669 8.60 0.1049
2015-11-06 2015-09-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 616 7.13 0.0942
2015-08-12 2015-06-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 -910 -9.99 575 -18.90 0.0800
2015-05-07 2015-03-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 9,110 910 11.10 709 20.37 0.1007
2015-02-12 2014-12-31 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 0 0.00 589 16.63 0.0923
2014-10-29 2014-09-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 8,200 1,600 24.24 505 21.39 0.0770
2014-08-15 2014-06-30 13F EQUITY RESIDENTIAL PROPERTIES COMMON STOCK 29476L107 6,600 6,600 416 0.0686
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.