Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,557
shares
|
$106,171
0.02% of portfolio
|
Q2 2024
Reduced 17.27%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
1,533
shares
|
$104,535
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,349
shares
|
$91,988
0.06% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$88,647
0.06% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,298
shares
|
$88,510
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
1,256
shares
|
$85,646
0.07% of portfolio
|
Q3 2023
Added 13.56%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,230
shares
|
$83,873
0.01% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,214
shares
|
$82,782
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,209
shares
|
$82,441
0.0% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,200
shares
|
$81,828
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,156
shares
|
$78,827
0.0% of portfolio
|
Q3 2024
Added 42.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,122
shares
|
$76,509
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,101
shares
|
$75,077
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,036
shares
|
$70,644
0.0% of portfolio
|
Q2 2024
Reduced 26.73%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,006
shares
|
$68,599
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,006
shares
|
$68,599
0.0% of portfolio
|
Q1 2022
Reduced 16.58%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
980
shares
|
$66,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
934
shares
|
$63,689
0.02% of portfolio
|
Q2 2022
Reduced 12.55%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
930
shares
|
$63,416
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$61,371
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$61,371
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
900
shares
|
$61,371
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
890
shares
|
$60,689
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
745
shares
|
$50,801
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
738
shares
|
$50,324
0.03% of portfolio
|
Q4 2023
Reduced 37.46%
|