Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 787 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,519
shares
|
$367,675
0.19% of portfolio
|
Q4 2022
Reduced 1.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
5,500
shares
|
$366,410
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
5,423
shares
|
$361,280
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,390
shares
|
$359,081
0.07% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
5,334
shares
|
$355,351
0.01% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,158
shares
|
$343,625
0.05% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,132
shares
|
$341,893
0.01% of portfolio
|
Q2 2025
Added 102.05%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$333,100
0.02% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
5,000
shares
|
$333,100
0.27% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
4,987
shares
|
$332,233
0.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,970
shares
|
$331,101
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
4,957
shares
|
$330,235
0.01% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
4,905
shares
|
$326,771
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,860
shares
|
$323,773
0.08% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,836
shares
|
$322,174
0.0% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,803
shares
|
$319,975
0.02% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
4,803
shares
|
$319,975
0.02% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
4,720
shares
|
$314,446
0.07% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
4,712
shares
|
$313,913
0.01% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
4,666
shares
|
$310,848
0.21% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Frontier Capital Management CO LLC
|
Aug 14, 2025 Q2 2025 |
4,654
shares
|
$310,049
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,597
shares
|
$306,252
0.02% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
4,523
shares
|
$301,322
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,518
shares
|
$300,989
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
4,492
shares
|
$299,257
0.17% of portfolio
|
Q2 2025
Added 1.03%
|