Equity Residential Ownership

EQR -  USA Stock  

USD 76.24  0.02  0.0262%

Some institutional investors establish a significant position in stocks such as Equity Residential in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Equity Residential, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Investing Opportunities.
  
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Equity Residential Preferred Dividends Income Statement Impact is relatively stable at the moment as compared to the past year. Equity Residential reported last year Preferred Dividends Income Statement Impact of 2.78 Million. As of 05/26/2022, Dividend Yield is likely to grow to 0.0412, while Payment of Dividends and Other Cash Distributions is likely to drop (971.6 M). As of 05/26/2022, Weighted Average Shares is likely to grow to about 401.6 M. Also, Weighted Average Shares Diluted is likely to grow to about 416.7 M.
Equity Residential retains a total of 375.02 Million outstanding shares. The majority of Equity Residential outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Equity Residential to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Equity Residential. Please pay attention to any change in the institutional holdings of Equity Residential as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Equity Stock Ownership Analysis

About 94.0% of the company shares are held by institutions such as insurance companies. The book value of Equity Residential was currently reported as 28.33. The company next dividend is scheduled to be issued on the 25th of March 2022. Equity Residential had 2:1 split on the 12th of October 2001. Equity Residential is committed to creating communities where people thrive. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver. Equity Residential operates under REITResidential classification in the United States and is traded on New York Stock Exchange. It employs 2400 people. To learn more about Equity Residential call David Neithercut at 312-474-1300 or check out https://www.equityapartments.com.

Equity Residential SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Equity Residential prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Equity Residential investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Equity Residential specific information freely available to individual and institutional investors to make a timely investment decision.
18th of May 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Entry into a Material Definitive Agreement
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14th of February 2022
Unclassified Corporate Event
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Equity Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Equity Residential is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Equity Residential backward and forwards among themselves. Equity Residential's institutional investor refers to the entity that pools money to purchase Equity Residential's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares57.7 M5.2 B
Blackrock IncCommon Shares36.8 M3.3 B
State Street CorpCommon Shares24.2 M2.2 B
Price T Rowe Associates IncCommon Shares18.5 M1.7 B
Bank Of America CorpCommon Shares13.8 M1.2 B
Apg Asset Management Us IncCommon Shares12.4 M1.1 B
Geode Capital Management LlcCommon Shares7.5 M669.5 M
Note, although Equity Residential's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Equity Residential Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Equity Residential insiders, such as employees or executives, is commonly permitted as long as it does not rely on Equity Residential's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Equity Residential insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Mark Parrell over a week ago via Macroaxis 
Equity Residential exotic insider transaction detected
Kaufman Ian over two months ago via Macroaxis 
Equity Residential exotic insider transaction detected
Kaufman Ian over two months ago via Macroaxis 
Acquisition by Kaufman Ian of tradable shares of Equity Residential subject to Rule 16b-3
David Neithercut over three months ago via Macroaxis 
Bona fide gift to David Neithercut of 552 shares of Equity Residential subject to Section 16
Catherine Carraway over three months ago via Macroaxis 
Equity Residential exotic insider transaction detected
Robert Garechana over three months ago via Macroaxis 
Acquisition by Robert Garechana of 1697 shares of Equity Residential subject to Rule 16b-3
David Neithercut over three months ago via Macroaxis 
Exercise or conversion by David Neithercut of 67941 shares of Equity Residential subject to Rule 16b-3
Kaufman Ian over six months ago via Macroaxis 
Equity Residential exotic insider transaction detected
Robert Garechana over six months ago via Macroaxis 
Exercise or conversion by Robert Garechana of 9146 shares of Equity Residential subject to Rule 16b-3
David Neithercut over six months ago via Macroaxis 
Exercise or conversion by David Neithercut of 300 shares of Equity Residential subject to Rule 16b-3
Mary Haben over six months ago via Macroaxis 
Exercise or conversion by Mary Haben of 6665 shares of Equity Residential subject to Rule 16b-3
David Neithercut over six months ago via Macroaxis 
Exercise or conversion by David Neithercut of 24757 shares of Equity Residential subject to Rule 16b-3

Equity Residential Investors Sentiment

The influence of Equity Residential's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Equity. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Equity Residential Implied Volatility

    
  13.65  
Equity Residential's implied volatility exposes the market's sentiment of Equity Residential stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Equity Residential's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Equity Residential stock will not fluctuate a lot when Equity Residential's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Equity Residential in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Equity Residential's short interest history, or implied volatility extrapolated from Equity Residential options trading.

Current Sentiment - EQR

Equity Residential Investor Sentiment

Greater number of Macroaxis users are currently bullish on Equity Residential. What is your opinion about investing in Equity Residential? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Pair Trading with Equity Residential

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Equity Residential position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Equity Residential will appreciate offsetting losses from the drop in the long position's value.

Equity Residential Pair Correlation

Correlation Analysis For Direct Indexing and Tax-loss Harvesting

The ability to find closely correlated positions to Equity Residential could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equity Residential when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Equity Residential - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Equity Residential to buy it.
The correlation of Equity Residential is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Equity Residential moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equity Residential moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Equity Residential can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Investing Opportunities. Note that the Equity Residential information on this page should be used as a complementary analysis to other Equity Residential's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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When running Equity Residential price analysis, check to measure Equity Residential's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equity Residential is operating at the current time. Most of Equity Residential's value examination focuses on studying past and present price action to predict the probability of Equity Residential's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Equity Residential's price. Additionally, you may evaluate how the addition of Equity Residential to your portfolios can decrease your overall portfolio volatility.
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Is Equity Residential's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Equity Residential. If investors know Equity will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Equity Residential listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Equity Residential is measured differently than its book value, which is the value of Equity that is recorded on the company's balance sheet. Investors also form their own opinion of Equity Residential's value that differs from its market value or its book value, called intrinsic value, which is Equity Residential's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Equity Residential's market value can be influenced by many factors that don't directly affect Equity Residential's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Equity Residential's value and its price as these two are different measures arrived at by different means. Investors typically determine Equity Residential value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Equity Residential's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.