<PAGE> 1
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. 4 )*
-----------
Equity Residential Properties Trust
-----------------------------------
(NAME OF ISSUER)
Common Shares of Beneficial Interest, par value $.01
----------------------------------------------------
(TITLE OF CLASS OF SECURITIES)
29476L 10 7
-------------
(CUSIP NUMBER)
*The remainder of this cover page shall be filled our for a reporting person's
initial filing on this form with respect to the subject class of securities,
and for any subsequent amendment containing information which would alter
disclosures provided in a prior cover page.
The information required on the remainder of this cover page shall not be
deemed to be "filed" for the purpose of Section 18 of the Securities Exchange
Act of 1934 ("Act") or otherwise subject to the liabilities of that section of
the Act but shall be subject to all other provisions of the Act (however, see
the Notes).
Page 1 of 31
<PAGE> 2
CUSIP No. 29476L 10 7 13G Page 2 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
FU Associates
36-3928382
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 135,385
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
135,385
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
135,385
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.15% (.15% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
PN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 3
CUSIP No. 29476L 10 7 13G Page 3 of 31
- --------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
B/S Investments
36-6526147
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [X]
(b) [ ]
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 669
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
669
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
669
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
[ ]
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.00% (.00% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
PN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 4
CUSIP No. 29476L 10 7 13G Page 4 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Samuel Zell Foundation
36-3487811
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 30,000
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
30,000
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
30,000
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.03% (.03% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
OO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 5
CUSIP No. 29476L 10 7 13G Page 5 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Samstock, LLC
36-4156890
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 1,247,329
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
1,247,329
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
1,247,329
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
1.4% (1.34% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
OO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 6
CUSIP No. 29476L 10 7 13G Page 6 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Samstock/SZRT, LLC
###-##-####
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 200,337
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
200,337
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
200,337
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.22% (.22% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
OO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 7
CUSIP No. 29476L 10 7 13G Page 7 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Samstock/ZGPI, LLC
36-3716786
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 111,170
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
111,170
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
111,170
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.12% (.12% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
OO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 8
CUSIP No. 29476L 10 7 13G Page 8 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Samstock/ZFT, LLC
36-3022976
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 302,317
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
302,317
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
302,317
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.34% (.32% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
OO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 9
CUSIP No. 29476L 10 7 13G Page 9 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
EGI Holdings Inc.
36-4175553
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 537,257
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
537,257
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
537,257
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
/ /
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.60% (.58% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
CO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 10
CUSIP No. 29476L 10 7 13G Page 10 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Lurie General Partnership, Inc.
36-4003680
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 12,070
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
12,070
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
12,070
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
/ /
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.01% (.01% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
CO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 11
CUSIP No. 29476L 10 7 13G Page 11 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Ann Lurie Revocable Trust U/T/A 12/22/89
###-##-####
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 591,414
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
591,414
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
591,414
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
/ /
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.66% (.64% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
OO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 12
CUSIP No. 29476L 10 7 13G Page 12 of 31
- --------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
EGIL Investments, Inc.
36-4175555
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [X]
(b) [ ]
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 537,256
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
537,256
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
537,256
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
[ ]
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.60% (.58% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
CO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 13
CUSIP No. 29476L 10 7 13G Page 13 of 31
- --------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Anda Partnership
88-0132846
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [X]
(b) [ ]
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Nevada
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 307,708
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
307,708
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
307,708
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
[ ]
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.34% (.33% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
PN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 14
CUSIP No. 29476L 10 7 13G Page 14 of 31
- --------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
LFT Partnership
36-6527526
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [X]
(b) [ ]
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 579,254
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
579,254
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
579,254
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
[ ]
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.65% (.62% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
PN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 15
CUSIP No. 29476L 10 7 13G Page 15 of 31
- --------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Robert H. and Ann Lurie Trust
36-6944487
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [X]
(b) [ ]
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Illinois
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 49,386
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
49,386
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
49,386
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
[ ]
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.06% (.05% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
OO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 16
CUSIP No. 29476L 10 7 13G Page 16 of 31
- --------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
First Capital Financial Corp.
59-1604552
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [X]
(b) [ ]
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Florida
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 31,476
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
31,476
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
31,476
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
[ ]
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
.04% (.03% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
CO
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 17
CUSIP No. 29476L 10 7 13G Page 17 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Samuel Zell
###-##-####
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S.A.
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
227,056
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 1,755,697
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON 227,056
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
1,755,697
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,141,324
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
/ /
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
2.4% (2.3% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 18
CUSIP No. 29476L 10 7 13G Page 18 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Ann Lurie
###-##-####
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S.A.
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 2,781,875
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
2,781,875
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,781,875
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
/ /
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
3.0% (3.0% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 19
CUSIP No. 29476L 10 7 13G Page 19 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Sheli Z. Rosenberg
###-##-####
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S.A.
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
104,566
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 2,790,213
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON 104,566
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
2,790,213
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,894,779
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
/ /
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
3.2% (3.1% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
<PAGE> 20
CUSIP No. 29476L 10 7 13G Page 20 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Arthur A. Greenberg
###-##-####
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S.A.
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
24,497
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 2,487,896
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON 24,497
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
2,487,896
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,512,393
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
2.8% (2.7% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
Page 20 of 31
<PAGE> 21
CUSIP No. 29476L 10 7 13G Page 21 of 31
1 NAME OF REPORTING PERSON S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE
PERSON
Mark Slezak
###-##-####
- --------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) X
(b)
- --------------------------------------------------------------------------------
3 SEC USE ONLY
- --------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
U.S.A.
- --------------------------------------------------------------------------------
5 SOLE VOTING POWER
833
----------------------------------------------------
6 SHARED VOTING POWER
NUMBER OF SHARES 1,611,207
----------------------------------------------------
BENEFICIALLY OWNED BY 7 SOLE DISPOSITIVE POWER
EACH REPORTING PERSON 833
----------------------------------------------------
WITH 8 SHARED DISPOSITIVE POWER
1,611,207
- --------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
1,612,040
- --------------------------------------------------------------------------------
10 CHECK BOX IF AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
- --------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
1.8% (1.7% assuming conversion of all Reporting Persons'
derivative securities)
- --------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON*
IN
- --------------------------------------------------------------------------------
*SEE INSTRUCTION BEFORE FILLING OUT!
Page 21 of 31
<PAGE> 22
EQUITY RESIDENTIAL PROPERTIES TRUST
COMMON SHARES OF BENEFICIAL INTEREST, PAR VALUE $.01
CUSIP NUMBER 29476L 10 7
ITEM 1(a). NAME OF ISSUER
The Issuer is Equity Residential Properties Trust, a Maryland real
estate investment trust.
ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES
The Issuer's principal executive office is:
Two North Riverside Plaza
Chicago, Illinois 60606
ITEM 2(a). NAME OF PERSON FILING
The following entities and persons are filing this Schedule 13G:
FU Associates, an Illinois general partnership
B/S Investments, an Illinois general partnership
Samuel Zell Foundation, an Illinois not-for-profit corporation
Samstock, LLC, a Delaware limited liability company
Samstock/SZRT, LLC, a Delaware limited liability company
Samstock/ZGPI, LLC, a Delaware limited liability company
Samstock/ZFT, LLC, a Delaware limited liability company
EGI Holdings, Inc., an Illinois corporation
Lurie General Partnership, Inc., an Illinois corporation
Ann Lurie Revocable Trust U/T/A 12/22/89
EGIL Investments, Inc., an Illinois corporation
Anda Partnership, a Nevada general partnership
LFT Partnership, an Illinois general partnership
Robert H. and Ann Lurie Trust, an Illinois trust
First Capital Financial Corp., a Florida corporation
Samuel Zell
Ann Lurie
Sheli Z. Rosenberg
Arthur A. Greenberg
Mark Slezak
The above entities and person are each a "Reporting
Person" and collectively are the "Reporting Persons".
Page 22 of 31
<PAGE> 23
ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE
The address for each Reporting Person is:
Two North Riverside Plaza
Chicago, Illinois 60606
ITEM 2(c). CITIZENSHIP
The Reporting Persons' state of organization or citizenship is as
follows:
FU Associates Illinois
B/S Investments Illinois
Samuel Zell Foundation Illinois
Samstock, LLC Delaware
Samstock/SZRT, LLC Delaware
Samstock/ZGPI, LLC Delaware
Samstock/ZFT, LLC Delaware
EGI Holdings, Inc. Illinois
Lurie General Partnership, Inc. Illinois
Ann Lurie Revocable Trust U/T/A 12/22/89 Illinois
EGIL Investments, Inc. Illinois
Anda Partnership Nevada
LFT Partnership Illinois
Robert H. and Ann Lurie Trust Illinois
First Capital Financial Corporation Florida
Samuel Zell U.S.A.
Ann Lurie U.S.A.
Sheli Z. Rosenberg U.S.A.
Arthur A. Greenberg U.S.A.
Mark Slezak U.S.A.
ITEM 2(d). TITLE OF CLASS OF SECURITIES
Securities reported herein are common shares of beneficial
interest, par value $.01 per share ("Common Shares").
Page 23 of 31
<PAGE> 24
ITEM 2(e). CUSIP NUMBER
The CUSIP number is 29476L 10 7.
ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO RULES 13d-1(b), OR 13d-2(b),
CHECK WHETHER THE PERSON FILING IS A
Not applicable.
ITEM 4. OWNERSHIP
The Issuer is the sole general partner of ERP Operating Limited
Partnership, an Illinois limited partnership (the "Operating
Partnership"). Certain of the Reporting Persons: FU Associates;
B/S Investments; Samstock, LLC; Samstock/SZRT, LLC; Samstock/ZGPI,
LLC; Samstock/ZFT, LLC; EGI Holdings, Inc.; EGIL Investments,
Inc.; Anda Partnership; LFT Partnership; Robert H. and Ann Lurie
Trust; First Capital Financial Corporation; Sheli Z. Rosenberg;
and Arthur A. Greenberg, are limited partners of the Operating
Partnership. Each limited partner Operating Partnership unit ("OP
Unit") is exchangeable, at the holder's request, on a one-for-one
basis into a Common Share. Amounts reported herein for each
Reporting Person assume (1) the exchange of such Reporting
Person's Operating Partnership units for Common Shares and the
exercise of options to purchase Common Shares, if applicable, and
(2) the exchange of all Reporting Persons' Operating Partnership
units for Common Shares and the exercise of such Reporting
Persons' options to purchase Common Shares beneficially owned by
the Reporting Persons.
Collectively, the Reporting Persons own 5,029,980 Common Shares,
or 5.4%, of the issued and outstanding Common Shares (assuming the
conversion of all OP Units and the exercise of all options to
purchase Common Shares beneficially owned by the Reporting
Persons).
Samuel Zell has the sole power to vote or to direct the vote of
and the sole power to dispose or to direct the disposition of
227,056 Common Shares (assuming the exercise of options to
purchase 220,000 Common Shares).
Sheli Z. Rosenberg has the sole power to vote or to direct the
vote of and the sole power to dispose or to direct the disposition
of 104,566 Common Shares (assuming the conversion of 1,528 OP
Units and the exercise of options to purchase 88,667 Common
Shares).
Arthur A. Greenberg has the sole power to vote or to direct the
vote of and the sole power to dispose or the direct the
disposition of 24,497 Common Shares (assuming the conversion of
1,597 OP Units and the exercise of options to purchase 18,500
Common Shares).
Page 24 of 31
<PAGE> 25
Mark Slezak has the sole power to vote or to direct the vote of
and the sole power to dispose or to direct the disposition of 833
Common Shares (assuming the exercise of options to purchase 833
Common Shares).
Messers. Zell, Greenberg and Slezak and Mses. Lurie and Rosenberg
share the power to vote or to direct the vote of and share the
power to dispose or to direct the disposition of the Common Shares
with each of the Reporting Persons as shown in the following
table:
SHARE POWER WITH SUCH REPORTING PERSON
<TABLE>
<CAPTION>
Total
Beneficially
Owned Sheli Z. Arthur A.
Reporting Person ("RP") by such RP Samuel Zell Ann Lurie Rosenberg Greenberg Mark Slezak
----------------------- -------------- ----------- --------- ---------- --------- -----------
<S> <C> <C> <C> <C> <C> <C>
FU Associates 135,385 (1) 135,385 135,385 135,385 135,385 135,385
B/S Investments 669 (1) 0 669 669 669 669
Samuel Zell Foundation 30,000 30,000 0 30,000 30,000 0
Samstock, LLC 1,247,329 (2) 1,247,329 0 1,247,329 1,247,329 0
Samstock/SZRT, LLC 200,337 (1) 200,337 0 0 0 0
Samstock/ZGPI, LLC 111,170 (1) 111,170 0 0 0 0
Samstock/ZFT, LLC 302,317 (1) 0 0 302,317 0 0
EGI Holdings, Inc. 537,257 (1) 0 537,257 537,257 537,257 537,257
Lurie General Partnership, 12,070 0 12,070 0 0 12,070
Inc.
Ann Lurie Revocable Trust 591,414 0 591,414 0 0 0
U/T/A 12/22/89
EGIL Investments, Inc. 537,256 (1) 0 537,256 537,256 537,256 537,256
Anda Partnership 307,708 (1) 0 307,708 0 0 307,708
LFT Partnership 579,254 (1) 0 579,254 0 0 0
Robert H. and Ann Lurie 49,386 (1) 0 49,386 0 0 49,386
Trust
First Capital Financial 31,476 (1) 31,476 31,476 0 0 31,476
Corporation
--------- --------- --------- --------- --------- ---------
TOTAL - SHARED VOTES 4,673,028 1,755,697 2,781,875 2,790,213 2,487,896 1,611,207
--------- --------- --------- --------- --------- ---------
</TABLE>
Page 25 of 31
<PAGE> 26
SOLE POWER WITH RESPECT TO COMMON SHARES
<TABLE>
<S> <C> <C> <C> <C> <C> <C>
Samuel Zell 227,056 227,056
Ann Lurie 0 0
Sheli Z. Rosenberg 104,566 104,566
Arthur A. Greenberg 24,497 24,497
Mark Slezak 833 833
--------- --------- --------- --------- --------- ---------
TOTAL -- SOLE VOTES 356,952 227,056 0 104,566 24,497 833
--------- --------- --------- --------- --------- ---------
TOTAL -- SHARED & SOLE VOTES 5,029,980 2,141,324 2,781,875 2,894,779 2,512,393 1,612,040
========= ========= ========= ========= ========= =========
Percent of Class - Assuming 5.4% 2.3% 3.0% 3.1% 2.7% 1.7%
conversion of all OP Units
and exercise of all options
to purchase Common Shares
</TABLE>
(1) Represents OP Units which are exchangeable at the holder's option on a
one-for-one basis into Common Shares.
(2) Includes 643,845 OP Units.
ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS
Not applicable.
ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON
Not applicable.
ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED
THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY
Not applicable.
ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP
Not applicable.
ITEM 9. NOTICE OF DISSOLUTION OF GROUP
Not applicable.
ITEM 10. CERTIFICATE
Not applicable.
Page 26 of 31
<PAGE> 27
SIGNATURE
After reasonable inquiry, and to the best of my knowledge and belief,
I certify that the information set forth in this statement is true, complete
and correct.
Dated: February 17, 1998
FU ASSOCIATES, an Illinois general partnership
By: Equity Financial Investment Company, a general
partner
By: Jo Ann Zell Trust, a general partner
By: /s/ Sheli Z. Rosenberg
--------------------------
Its: Trustee
B/S INVESTMENTS, an Illinois general partnership
By: Alphabet Partners, a general partner
By: SZA Trust, a general partner
By: /s/ Arthur A. Greenberg
--------------------------
Its: Trustee
SAMUEL ZELL FOUNDATION, an Illinois not-for-profit
corporation
By: /s/ Samuel Zell
-------------------------
Its: President
Page 27 of 31
<PAGE> 28
SAMSTOCK, LLC, a Delaware limited liability company
By: /s/ Sheli Z. Rosenberg
-------------------------
Its: Vice President
SAMSTOCK/SZRT, LLC, a Delaware limited liability
company
By: /s/ Sheli Z. Rosenberg
-------------------------
Its: Vice President
SAMSTOCK/ZGPI, LLC, a Delaware limited liability
company
By: /s/ Sheli Z. Rosenberg
-------------------------
Its: Vice President
SAMSTOCK/ZFT, LLC, a Delaware limited liability
company
By: /s/ Sheli Z. Rosenberg
-------------------------
Its: Vice President
Page 28 of 31
<PAGE> 29
EGI HOLDINGS, INC.,an Illinois corporation
By: /s/ Sheli Z. Rosenberg
-------------------------
Its: Vice President
LURIE GENERAL PARTNERSHIP, INC., an Illinois
corporation
By: /s/ Mark Slezak
-------------------------
Its: Vice President
ANN LURIE REVOCABLE TRUST U/T/A 12/22/89
By: /s/ Ann Lurie
-------------------------
Its: Trustee
EGIL INVESTMENTS, INC.,an Illinois corporation
By: /s/ Mark Slezak
-------------------------
Its: Vice President
Page 29 of 31
<PAGE> 30
ANDA PARTNERSHIP, a Nevada general partnership
By: Ann Only Trust, a general partner
By: /s/ Ann Lurie
-------------------------
Its: Co-Trustee
LFT PARTNERSHIP, an Illinois general partnership
By: Jesse Trust, a general partner
By: /s/ Ann Lurie
-------------------------
Its: Trustee
ROBERT H. AND ANN LURIE TRUST, an Illinois trust
By: /s/ Ann Lurie
-------------------------
Its: Co-Trustee
FIRST CAPITAL FINANCIAL CORP., a Florida corporation
By: /s/ Donald J. Liebentritt
-------------------------
Its: Vice President
Page 30 of 31
<PAGE> 31
/s/ Samuel Zell
-------------------------
Samuel Zell
/s/ Ann Lurie
-------------------------
Ann Lurie
/s/ Sheli Z. Rosenberg
-------------------------
Sheli Z. Rosenberg
/s/ Arthur A. Greenberg
-------------------------
Arthur A. Greenberg
/s/ Mark Slezak
-------------------------
Mark Slezak
Page 31 of 31
