Equity Residential (EQR) — Strategic Asset Allocation Index
Equity Residential (EQR) has a Strategic Asset Allocation Index of 3.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $323.34 Million) total $323.34 Million, measured against net assets of $10.89 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Equity Residential (EQR) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Equity Residential Strategic Asset Allocation Index (2000–2025)
This chart shows how Equity Residential's Strategic Asset Allocation Index has evolved across 19 annual periods from 2000 to 2025. As of June 2026, the index stands at 3.0%, representing strategic assets of $323.34 Million against net assets of $10.89 Billion USD. For live market cap and overall valuation, see Equity Residential stock valuation.
Annual Strategic Asset Allocation Index for Equity Residential (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Equity Residential from 2000 to 2025, covering 19 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Equity Residential (EQR) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 177.2% | $20.22 Billion | $19.89 Billion | $325.94 Million | $11.41 Billion | ▲ +1.1 pp |
| 2024 | 176.1% | $20.40 Billion | $20.01 Billion | $386.53 Million | $11.58 Billion | ▲ +6.5 pp |
| 2023 | 169.6% | $19.64 Billion | $19.36 Billion | $282.05 Million | $11.58 Billion | ▲ +0.4 pp |
| 2022 | 169.2% | $19.80 Billion | $19.52 Billion | $279.02 Million | $11.70 Billion | ▼ -5.8 pp |
| 2021 | 175.1% | $20.46 Billion | $20.33 Billion | $127.45 Million | $11.69 Billion | ▲ +0.4 pp |
| 2020 | 174.7% | $19.40 Billion | $19.34 Billion | $52.78 Million | $11.10 Billion | ▼ -9.8 pp |
| 2019 | 184.5% | $20.31 Billion | $20.26 Billion | $52.24 Million | $11.01 Billion | ▲ +0.1 pp |
| 2018 | 184.4% | $19.87 Billion | $19.81 Billion | $58.35 Million | $10.78 Billion | ▼ -0.5 pp |
| 2017 | 184.9% | $20.04 Billion | $19.99 Billion | $58.25 Million | $10.84 Billion | ▲ +0.7 pp |
| 2016 | 184.2% | $20.09 Billion | $20.03 Billion | $60.14 Million | $10.90 Billion | ▼ -15.8 pp |
| 2015 | 200.0% | $22.53 Billion | $20.28 Billion | $2.25 Billion | $11.26 Billion | ▲ +0.6 pp |
| 2014 | 199.4% | $22.35 Billion | $22.24 Billion | $105.43 Million | $11.21 Billion | ▲ +1.6 pp |
| 2013 | 197.8% | $22.17 Billion | $21.99 Billion | $178.53 Million | $11.21 Billion | ▲ +140.1 pp |
| 2012 | 57.7% | $4.57 Billion | $4.55 Billion | $17.88 Million | $7.93 Billion | ▼ -12.1 pp |
| 2011 | 69.8% | $4.38 Billion | $4.37 Billion | $12.33 Million | $6.28 Billion | ▼ -205.1 pp |
| 2010 | 274.8% | $15.37 Billion | $15.37 Billion | $3.17 Million | $5.59 Billion | ▲ +274.8 pp |
| 2009 | 0.0% | $0.00 | $0.00 | $- | $5.17 Billion | ▼ -0.4 pp |
| 2001 | 0.4% | $23.23 Million | $23.23 Million | $- | $6.05 Billion | ▼ -0.7 pp |
| 2000 | 1.1% | $67.80 Million | $67.80 Million | $- | $6.23 Billion | — |