Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 770 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$53,478
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$53,478
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
900
shares
|
$53,478
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
890
shares
|
$52,883
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
866
shares
|
$51,457
0.04% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
848
shares
|
$50,388
0.0% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
836
shares
|
$49,675
0.0% of portfolio
|
Q4 2025
Reduced 6.28%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
819
shares
|
$48,664
0.0% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
800
shares
|
$47,536
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
780
shares
|
$46,347
0.0% of portfolio
|
Q3 2025
Added 203.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
743
shares
|
$44,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
723
shares
|
$42,960
0.03% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
716
shares
|
$42,544
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
682
shares
|
$40,524
0.0% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
650
shares
|
$38,623
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
633
shares
|
$37,612
0.01% of portfolio
|
Q3 2024
Added 216.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
615
shares
|
$36,543
0.0% of portfolio
|
Q4 2022
Added 16.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
603
shares
|
$35,830
0.0% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
600
shares
|
$35,652
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
599
shares
|
$35,592
0.01% of portfolio
|
Q3 2025
Added 159.31%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
552
shares
|
$32,799
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
540
shares
|
$32,086
0.0% of portfolio
|
Q3 2025
Added 434.65%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
500
shares
|
$29,710
0.0% of portfolio
|
Q1 2022
Reduced 88.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
494
shares
|
$29,353
0.01% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
488
shares
|
$28,996
0.01% of portfolio
|
Q2 2024
Added 20.2%
|
|