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 • AGNC Investment • VEREIT • Vornado Realty • Simon Property • Healthpeak Properties • Erp Operating LTD Partnership • Prologis • Welltower • Boston Properties LTD Partnership ...

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

30 Jul 21

4 Aug 21

31 Dec 21

Financial summary

Financial statements Chart EQR financial data

Quarter (USD)	Mar 21	Dec 20	Sep 20	Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 20	Dec 19	Dec 18	Dec 17
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.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	97.84M	97.84M	97.84M	97.84M	97.84M	97.84M
Cash burn (monthly)	630.67K	3.58M	(positive/no burn)	(positive/no burn)	(positive/no burn)	(positive/no burn)
Cash used (since last report)	2.61M	14.81M	n/a	n/a	n/a	n/a
Cash remaining	95.23M	83.03M	n/a	n/a	n/a	n/a
Runway (months of cash)	151.0	23.2	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Recent insider trades

EQR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
2 Aug 21	Neithercut David J	Common Shares Of Beneficial Interest	Sell	Dispose S	Yes	No	85.24	10,459	891.53K	2,874
2 Aug 21	Neithercut David J	Common Shares Of Beneficial Interest	Option exercise	Aquire M	Yes	No	45.28	10,459	473.58K	13,333
2 Aug 21	Neithercut David J	NQSO Common Shares Of Beneficial Interest	Option exercise	Dispose M	Yes	No	45.28	10,459	473.58K	28,282
30 Jul 21	Neithercut David J	Common Shares Of Beneficial Interest	Sell	Dispose S	Yes	No	85.11	70,171	5.97M	2,874
30 Jul 21	Neithercut David J	Common Shares Of Beneficial Interest	Option exercise	Aquire M	Yes	No	45.28	70,171	3.18M	73,045
30 Jul 21	Neithercut David J	NQSO Common Shares Of Beneficial Interest	Option exercise	Dispose M	Yes	No	45.28	70,171	3.18M	38,741
30 Jul 21	Catherine Carraway	Common Shares Of Beneficial Interest	Sell	Dispose S	No	No	84.61	891	75.39K	5,841
29 Jul 21	Neithercut David J	Common Shares Of Beneficial Interest	Sell	Dispose S	Yes	No	85	1,721	146.29K	2,874
29 Jul 21	Neithercut David J	Common Shares Of Beneficial Interest	Option exercise	Aquire M	Yes	No	45.28	1,721	77.93K	4,595
29 Jul 21	Neithercut David J	NQSO Common Shares Of Beneficial Interest	Option exercise	Dispose M	Yes	No	45.28	1,721	77.93K	108,912

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

Institutional ownership Q1 2021

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.

84.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	536	535	+0.2%
Opened positions	63	76	-17.1%
Closed positions	62	67	-7.5%
Increased positions	175	170	+2.9%
Reduced positions	190	204	-6.9%

13F shares	Current	Prev Q	Change
Total value	22.63B	20.45B	+10.7%
Total shares	315.91M	345.14M	-8.5%
Total puts	1.1M	1.9M	-42.2%
Total calls	761.3K	2.32M	-67.2%
Total put/call ratio	1.4	0.8	+76.1%

Largest owners	Shares	Value	Change
Vanguard	57.73M	$4.14B	+0.8%
BLK Blackrock	37.7M	$2.7B	-4.4%
STT State Street	21.13M	$1.53B	+3.2%
TROW T. Rowe Price	18.94M	$1.36B	+13.9%
APG Asset Management US	12.64M	$905.19M	-1.6%
MCQEF Macquarie	10.1M	$723.45M	-8.8%
BAC Bank Of America	8.11M	$581.02M	+427.7%
Geode Capital Management	6.72M	$480.49M	+0.6%
NTRS Northern Trust	6.64M	$475.34M	-7.6%
First Eagle Investment Management	6.07M	$434.78M	+0.4%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	0	-28.83M	EXIT
BAC Bank Of America	8.11M	+6.57M	+427.7%
Long Pond Capital	1.77M	-4.33M	-71.0%
DB Deutsche Bank AG - Registered Shares	3.46M	+2.78M	+409.8%
TROW T. Rowe Price	18.94M	+2.31M	+13.9%
MS Morgan Stanley	1.26M	-2.01M	-61.6%
BLK Blackrock	37.7M	-1.72M	-4.4%
Resolution Capital	4.92M	+1.44M	+41.3%
Russell Investments	1.4M	+1.23M	+741.3%
Holocene Advisors	1.09M	+1.09M	NEW

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: Atlanta, crossing, delayed, demonstrated, distribution, electric, exceed, formation, gas, monitor, parcel, rapidly, reduction, robust, strongly, surge, upward, vaccine

Removed: applied, California, commitment, computer, core, counterparty, default, earlier, employment, enacted, extensive, factor, funding, internally, leasehold, making, managing, minimum, party, pay, pressure, qualify, rapid, replaced, responsible, situation, software, Southern, supply, swap

From filing 10-Q 2021 Q2