Equity Residential (EQR) Total Return:1.42%(TTM)
Over the latest trailing 12-month period, Equity Residential (EQR)'s total return cagr is +1.42%. The comparable SPY value is +22.76%. Year-to-date total return is +7.49%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EQR
$151,381
(15.1x return)
Invested on Jun 24, 1996
Growth of $10,000 in SPY (S&P 500)
$184,593
(18.5x return)
Invested on Jun 24, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+7.5%
1-Year Total Return
+1.4%
Current Dividend Yield
3.15%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (2.0%) | +1.4% | +3.4% |
| 3 Years | +2.0% | +6.0% | +4.0% |
| 5 Years | (3.4%) | +0.5% | +3.8% |
| 10 Years | +0.1% | +3.6% | +3.5% |
| 15 Years | +0.8% | +4.3% | +3.4% |
| 20 Years | +2.1% | +5.8% | +3.8% |
About Equity Residential
Equity Residential is committed to cultivating vibrant living environments where residents can flourish. This S&P 500 firm specializes in the acquisition, development, and ongoing management of rental properties, strategically located within or near thriving metropolitan areas that attract desirable, long-term tenants. The company's substantial portfolio includes ownership or investment in 305 properties, comprising a total of 78,568 apartment units, situated in key markets such as Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California, and Denver.
- Sector
- Real Estate
- Industry
- REIT - Residential
- CEO
- Mark J. Parrell