EQR Equity Residential Properties Trust Dashboard

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of rental apartment properties located in urban and high-density suburban communities where today’s renters want to live, work and play. Equity Residential owns or has investments in 304 properties consisting of 77,889 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Company profile

Ticker

EQR

Exchange

NYSE

Website

www.equityapartments.com/

CEO

David Neithercut

Incorporated

Maryland

Location

Illinois

Fiscal year end

Dec 31

Sector

Finance and Insurance > Other Financial Vehicles

Industry (SIC)

Real Estate Investment Trusts

Annaly Capital Management • Brookfield Property REIT • Simon Property • VEREIT • Erp Operating LTD Partnership • Prologis • AGNC Investment • Boston Properties • Boston Properties LTD Partnership • Host Hotels & Resorts ...

Former names

EQUITY RESIDENTIAL PROPERTIES TRUST

SEC CIK

0000906107

Corporate docs

Articles of Incorporation & Bylaws

IRS number

363877868

EQR stock data

S&P 500

1M 1Y 2Y 5Y

Investment data

Data from SEC filings

Securities sold

Number of investors

Calendar

18 Feb 21

18 Apr 21

31 Dec 21

Financial summary

Financial statements Chart EQR financial data

Quarter (USD)	Jun 20	Mar 20	Sep 19	Jun 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 19	Dec 18	Dec 17	Dec 16
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

EQR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
30 Mar 21	Christa L Sorenson	Common Shares Of Beneficial Interest	Sell	Dispose S	No	No	73	343	25.04K	3,885
30 Mar 21	Michael L Manelis	Common Shares Of Beneficial Interest	Sell	Dispose S	No	No	72.92	10,000	729.2K	12,159
30 Mar 21	Michael L Manelis	Common Shares Of Beneficial Interest	Option exercise	Aquire M	No	No	60.33	10,000	603.3K	22,159
30 Mar 21	Michael L Manelis	NQSO Common Shares Of Beneficial Interest	Option exercise	Dispose M	No	No	60.33	10,000	603.3K	7,345
22 Mar 21	Keywell Bradley A	Common Shares Of Beneficial Interest	Option exercise	Aquire M	No	No	47.36	963	45.61K	17,110
22 Mar 21	Keywell Bradley A	NQSO Common Shares Of Beneficial Interest	Option exercise	Dispose M	No	No	47.36	963	45.61K	0
8 Mar 21	Neithercut David J	Common Shares Of Beneficial Interest	Sell	Dispose S	Yes	No	71	100,000	7.1M	2,874
8 Mar 21	Neithercut David J	Common Shares Of Beneficial Interest	Option exercise	Aquire M	Yes	No	45.28	100,000	4.53M	102,874
8 Mar 21	Neithercut David J	NQSO Common Shares Of Beneficial Interest	Option exercise	Dispose M	Yes	No	45.28	100,000	4.53M	310,633
1 Mar 21	George Alan W	Common Shares Of Beneficial Interest	Grant	Aquire A	No	No	53.13	1,882	99.99K	55,222

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

EQR institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

92.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	533	526	+1.3%
Opened positions	74	48	+54.2%
Closed positions	67	83	-19.3%
Increased positions	169	181	-6.6%
Reduced positions	205	207	-1.0%

13F shares	Current	Prev Q	Change
Total value	20.37B	16.32B	+24.8%
Total shares	343.71M	317.76M	+8.2%
Total puts	1.9M	2.21M	-14.1%
Total calls	2.32M	2.86M	-19.0%
Total put/call ratio	0.8	0.8	+6.0%

Largest owners	Shares	Value	Change
Vanguard	57.25M	$3.39B	+10.5%
BLK Blackrock	39.42M	$2.34B	-6.4%
Norges Bank	28.83M	$1.71B	NEW
STT State Street	20.47M	$1.23B	-4.1%
TROW T. Rowe Price	16.63M	$985.77M	+26.9%
APG Asset Management US	12.85M	$761.6M	-9.7%
MCQEF Macquarie	11.07M	$656.48M	+2.4%
NTRS Northern Trust	7.18M	$425.89M	-5.4%
Geode Capital Management	6.68M	$395.26M	-4.2%
Long Pond Capital	6.1M	$361.68M	+107.3%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	28.83M	+28.83M	NEW
Vanguard	57.25M	+5.42M	+10.5%
PGGM Investments	2.63M	-4.93M	-65.2%
Capital Research Global Investors	0	-3.86M	EXIT
TROW T. Rowe Price	16.63M	+3.52M	+26.9%
Long Pond Capital	6.1M	+3.16M	+107.3%
BLK Blackrock	39.42M	-2.71M	-6.4%
IVZ Invesco	3.14M	-2.61M	-45.4%
D. E. Shaw & Co.	681.21K	-2.16M	-76.1%
CNS Cohen & Steers	1.98M	+1.98M	+16484425.0%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. sophomore Avg

New words: acknowledge, administered, advisory, affectionately, affluent, aggressive, ample, AMT, answer, arrive, assembled, attitude, bad, behavior, Blended, border, broadening, broader, calibrate, capturing, CCPA, certified, chain, check, closure, Coast, collaboration, collaborative, comfort, concession, constantly, constrain, contact, cope, corridor, covenant, crucial, deal, decade, defend, deliberately, difficulty, diminished, Director, discharge, discharging, distancing, doubtful, drawn, dynamic, Edge, effort, electronic, emerged, enforce, enforceable, Engineering, enriching, epidemic, ethnically, explicitly, factor, female, foster, fostering, front, FTSE, fueled, gathered, gradual, greatly, hardship, harm, healthcare, healthy, heightening, highlighted, highway, hosted, inadequacy, incredible, inspection, intensely, intensity, interspersed, Jersey, layout, leadership, longevity, MA, meantime, mental, mid, mile, mind, mix, move, movement, moving, multifactor, nonpayment, Notably, optimistic, optimize, OTD, outbreak, outpace, outreach, outsized, overtime, pandemic, peace, peak, Peninsula, pipeline, popular, predominantly, preliminary, prioritize, programmatically, prolonged, protracted, proximity, pulse, quantity, ransomware, ready, recapture, recapturing, recession, recoverability, refrain, regain, reimbursement, remote, remotely, representation, resilience, resiliency, resilient, resumption, reward, rewarding, robust, rollout, Science, score, scored, seller, slowdown, slowly, speed, square, stakeholder, steep, strongest, struck, subset, suspension, tactical, Task, threat, tour, Traffic, travel, troubled, tuition, unexpected, unforeseen, unprecedented, upfront, upside, vibrant, Vitality, volunteer, week, Wilshire, Winner, world

Removed: abatement, Acton, affordable, Atwood, Beach, Berkeley, ceasing, certificate, classifying, cohesive, Courtyard, discontinued, dual, enact, Hermosa, initiated, marketed, mature, military, offline, Pacifica, Playa, prepared, principle, produce, product, proportionate, relate, sector, slight, Spector, straight, supported, sustain

From filing 10-K 2020 FY