Equity Residential Ownership
| EQR Stock | USD 76.41 0.62 0.82% |
Shares in Circulation | First Issued 1993-03-31 | Previous Quarter 390.5 M | Current Value 391 M | Avarage Shares Outstanding 286.1 M | Quarterly Volatility 106.9 M |
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.
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Equity Stock Ownership Analysis
About 95.0% of the company shares are held by institutions such as insurance companies. The book value of Equity Residential was currently reported as 28.57. The company last dividend was issued on the 24th of September 2024. 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 Mark JD at 312 474 1300 or check out https://www.equityapartments.com.Besides selling stocks to institutional investors, Equity Residential also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Equity Residential's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Equity Residential's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Equity Residential Quarterly Liabilities And Stockholders Equity |
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Equity Residential Insider Trades History
Less than 1% of Equity Residential are currently held by insiders. Unlike Equity Residential's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Equity Residential's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Equity Residential's insider trades
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.
| Shares | Amvescap Plc. | 2024-06-30 | 7.1 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 6.7 M | Legal & General Group Plc | 2024-06-30 | 5.7 M | Resolution Capital Limited | 2024-09-30 | 5.5 M | Macquarie Group Ltd | 2024-06-30 | 5.3 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 5.2 M | Canada Pension Plan Investment Board | 2024-09-30 | 5 M | Centersquare Investment Management Llc | 2024-09-30 | 4.6 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 4.3 M | Vanguard Group Inc | 2024-09-30 | 55.7 M | Blackrock Inc | 2024-06-30 | 38.4 M |
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.
Ian Kaufman over a week ago Acquisition by Ian Kaufman of tradable shares of Equity Residential at 62.11 subject to Rule 16b-3 | ||
Alexander Brackenridge over three months ago Disposition of 11212 shares by Alexander Brackenridge of Equity Residential at 72.52 subject to Rule 16b-3 | ||
Ian Kaufman over three months ago Acquisition by Ian Kaufman of tradable shares of Equity Residential at 57.84 subject to Rule 16b-3 | ||
Robert Garechana over three months ago Disposition of 6357 shares by Robert Garechana of Equity Residential at 69.08 subject to Rule 16b-3 | ||
Catherine Carraway over six months ago Acquisition by Catherine Carraway of 1547 shares of Equity Residential subject to Rule 16b-3 |
Equity Residential Outstanding Bonds
Equity Residential issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Equity Residential uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Equity bonds can be classified according to their maturity, which is the date when Equity Residential has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Equity Residential Corporate Filings
F4 | 18th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 4th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
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.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 instruments. 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.Additional Tools for Equity Stock Analysis
When running Equity Residential's 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 the 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.