Welcome to our dedicated page for EQUITY RESIDENTIAL SEC filings (Ticker: EQR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Equity Residential’s SEC filings document operating results and financial condition for its apartment portfolio, including 8-K earnings exhibits with consolidated statements, FFO and Normalized FFO measures, balance sheets, portfolio summaries, same-store results, debt summaries, capital structure, development and lease-up projects, residential capital expenditures and non-GAAP reconciliations.
Other filings cover Regulation FD investor presentations, ERP Operating Limited Partnership disclosure, proxy materials for annual meeting governance, executive compensation and shareholder voting matters, and legal contingencies involving multifamily rental software antitrust litigation. The filing record also reflects share and unit data, operating partnership structure, debt instruments and governance reporting for the Maryland issuer.
Jones Nina P reported acquisition or exercise transactions in this Form 4 filing.
Equity Residential director Nina P. Jones received a grant of 3,276 common shares of beneficial interest as a restricted share award. The award is for prospective service from the 2026 Annual Meeting of Shareholders and is scheduled to vest on June 18, 2027.
After this grant, Jones directly holds 7,182 common shares, including restricted shares that are scheduled to vest in the future. She also has an additional 3,095 shares held indirectly in a SERP Account, where shares are owned by Principal Trust Company as trustee for her benefit.
Equity Residential director Huque Tahsinul Zia received a grant of 3,561 Restricted Units in ERP Operating Limited Partnership as part of the company’s 2026 annual long-term compensation program. These Restricted Units are scheduled to vest on June 18, 2027 and represent prospective service from the 2026 Annual Meeting of Shareholders.
The Restricted Units automatically convert into an equal number of OP Units when a specified tax-related capital account target is met within ten years. Subject to vesting and other restrictions, OP Units can be exchanged on a one-for-one basis for Equity Residential common shares or their cash value, at the company’s option. The units, including any OP Units into which they convert, are subject to a holding restriction until June 18, 2028, and Zia holds 3,561 units directly after this award.
Hoff Ann reported acquisition or exercise transactions in this Form 4 filing.
Equity Residential director Ann Hoff reported an equity grant and updated holdings. She received 3,276 restricted common shares at $0.00 per share as a grant for prospective service from the 2026 Annual Meeting of Shareholders. These restricted shares are scheduled to vest on June 18, 2027. Following this award, she holds 6,986 common shares directly, which include restricted shares scheduled to vest in the future, and 3,095 common shares indirectly through a SERP account held by Principal Trust Company as trustee.
HABEN MARY KAY reported acquisition or exercise transactions in this Form 4 filing.
Equity Residential director Mary Kay Haben reported a routine share award and updated holdings. She received a grant of 3,276 restricted common shares of beneficial interest for prospective board service from the 2026 Annual Meeting of Shareholders, scheduled to vest on June 18, 2027.
After this grant, she directly holds 13,255 common shares, including restricted shares that will vest in the future. Separately, 23,434 common shares are held in a SERP account by Principal Trust Company as trustee of Equity Residential’s Supplemental Executive Retirement Plan for her benefit.
Equity Residential director Chris Carr received a grant of equity-based compensation. On June 18, 2026, Carr was awarded 3,561 Series 2026C restricted limited partnership interests (RUs) in ERP Operating Limited Partnership in connection with the company’s annual long-term compensation grant for prospective board service.
The RUs are a class of partnership interest that may automatically convert into an equal number of OP Units when a tax-related capital account target is reached within ten years. Subject to vesting and other restrictions, OP Units can be exchanged on a one-for-one basis for Equity Residential common shares or their cash value, at the company’s option. These RUs are scheduled to vest on June 18, 2027, and are subject to a holding restriction until June 18, 2028.
Equity Residential director Angela M. Aman received a grant of 3,561 restricted units as long‑term equity compensation. These Series 2026C restricted limited partnership interests in ERP Operating Limited Partnership automatically convert into the same number of OP Units once a tax-related capital account target is met within ten years.
The award is intended for prospective service from the 2026 Annual Meeting of Shareholders, vests on June 18, 2027, and is subject to a holding restriction until June 18, 2028. Subject to vesting and other conditions, OP Units can be exchanged on a one-for-one basis for Equity Residential common shares or their cash value at the company’s option.
Equity Residential reported results from its 2026 Annual Meeting of Shareholders. All ten trustee nominees were elected for one-year terms ending at the 2027 annual meeting. Each nominee received over 318 million votes in favor, with broker non-votes of 15,241,514 recorded for the election proposal.
Shareholders ratified Ernst & Young LLP as independent registered public accounting firm for 2026, with 334,272,653 votes for and 19,247,519 against. On an advisory basis, shareholders approved the executive compensation described in the proxy statement, with 303,275,382 votes for and 34,423,665 against, plus 15,241,514 broker non-votes.
Equity Residential and AvalonBay Communities detail leadership and compensation plans for their previously announced all‑stock merger of equals. Benjamin Schall, current AvalonBay CEO and incoming CEO of the combined company, will receive a $1,000,000 base salary from January 1, 2027, with target annual cash, equity, and long‑term performance awards of $2,000,000, $2,850,000 and $6,650,000, respectively.
Executive offer letters for Michael Manelis (COO), Kevin O’Shea (CFO) and Scott Fenster (General Counsel) set 2027 base salaries of $800,000, $675,000 and $580,000, plus sizable cash, equity and performance‑vesting targets. Each will receive a one‑time Transaction Award in equity with target grant values of $6,250,000 for Schall, $4,500,000 for Manelis, $3,562,500 for O’Shea and $3,000,000 for Fenster, half service‑based and half performance‑based over three years.
The press release also names a broader executive team for the combined company and reiterates that the merger is expected to close in the second half of 2026, creating a platform with more than 180,000 rental apartments and a pro forma enterprise value of approximately $69 billion, subject to shareholder approvals and other customary conditions.
Equity Residential and AvalonBay Communities have signed a definitive all‑stock merger-of-equals agreement to create a leading U.S. apartment REIT. Each AvalonBay common share will be converted into 2.793 Equity Residential common shares, with AvalonBay investors owning about 51.2% of the combined company and Equity Residential shareholders 48.8%.
The combined business is expected to have a pro forma equity market value of about $52 billion, total enterprise value of about $69 billion and more than 180,000 rental apartments. Management targets gross annual operating synergies of $175 million and net run-rate synergies of $125 million, and plans an initial annual dividend of $2.81 per share, matching Equity Residential’s current rate. The deal remains subject to shareholder approvals, regulatory clearances and other customary conditions, with termination fees of approximately $1.005 billion for Equity Residential and $1.070 billion for AvalonBay in specified scenarios. Governance will be split evenly between the two legacy boards, with Benjamin W. Schall as CEO and Stephen E. Sterrett as chairman.
Kaufman Ian reported acquisition or exercise transactions in this Form 4 filing.
Equity Residential Chief Accounting Officer Ian Kaufman reported routine equity compensation activity. On May 14, 2026, he received a grant of 32 Common Shares of Beneficial Interest at $53.31 per share through Equity Residential's Employee Share Purchase Plan. After this award, he directly holds 29,626 common shares, which include restricted shares scheduled to vest in the future, and indirectly holds 650 common shares in a 401(k) retirement savings plan from profit sharing contributions and dividend reinvestment activity through April 16, 2026.