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 |
---|---|---|---|---|---|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
930
shares
|
$61,956
0.05% of portfolio
|
Q2 2023
New holding
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
903
shares
|
$60,157
0.01% of portfolio
|
Q1 2025
Added 38.07%
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
900
shares
|
$59,958
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$59,958
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$59,958
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
900
shares
|
$59,958
0.04% of portfolio
|
Q2 2025
New holding
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
890
shares
|
$59,291
0.02% of portfolio
|
Q4 2023
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
830
shares
|
$55,294
0.0% of portfolio
|
Q2 2025
Added 12.16%
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
800
shares
|
$53,296
0.05% of portfolio
|
Q4 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
721
shares
|
$48,033
0.0% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
674
shares
|
$44,901
0.0% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
660
shares
|
$43,969
0.02% of portfolio
|
Q2 2025
Added 1000.0%
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
655
shares
|
$43,636
0.02% of portfolio
|
Q1 2025
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
650
shares
|
$43,303
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
633
shares
|
$42,170
0.01% of portfolio
|
Q3 2024
Added 216.5%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
615
shares
|
$40,971
0.0% of portfolio
|
Q4 2022
Added 16.04%
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
610
shares
|
$40,638
0.0% of portfolio
|
Q2 2025
Added 7.77%
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
600
shares
|
$39,972
0.01% of portfolio
|
Q4 2022
New holding
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
564
shares
|
$37,573
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
547
shares
|
$36,441
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
500
shares
|
$33,310
0.0% of portfolio
|
Q1 2022
Reduced 88.56%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
492
shares
|
$32,777
0.0% of portfolio
|
Q2 2025
Added 28.8%
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
488
shares
|
$32,510
0.02% of portfolio
|
Q2 2024
Added 20.2%
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
471
shares
|
$31,378
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
469
shares
|
$31,244
0.01% of portfolio
|
Q2 2025
New holding
|