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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
453
shares
|
$30,890
0.0% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$30,685
0.02% of portfolio
|
Q4 2024
Reduced 50.55%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
447
shares
|
$30,480
0.0% of portfolio
|
Q3 2024
Added 2529.41%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
407
shares
|
$27,753
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
402
shares
|
$27,412
0.0% of portfolio
|
Q3 2024
Added 105.1%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
401
shares
|
$27,344
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
400
shares
|
$27,276
0.0% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
400
shares
|
$27,276
0.0% of portfolio
|
Q1 2023
Reduced 2.68%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
383
shares
|
$26,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
363
shares
|
$24,752
0.0% of portfolio
|
Q3 2024
Reduced 53.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
360
shares
|
$24,548
0.0% of portfolio
|
Q3 2024
Reduced 73.86%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$23,866
0.0% of portfolio
|
Q3 2021
Reduced 44.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
337
shares
|
$22,980
0.0% of portfolio
|
Q3 2024
Reduced 99.66%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
330
shares
|
$22,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
328
shares
|
$22,366
0.0% of portfolio
|
Q2 2024
Added 22.85%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
328
shares
|
$22,366
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$21,207
0.0% of portfolio
|
Q3 2019
Reduced 17.94%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
310
shares
|
$21,138
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
304
shares
|
$20,729
0.0% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
286
shares
|
$19,502
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
280
shares
|
$19,093
0.0% of portfolio
|
Q2 2020
Reduced 24.02%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
270
shares
|
$18,411
0.0% of portfolio
|
Q2 2023
Reduced 51.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
263
shares
|
$17,933
0.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
262
shares
|
$17,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
261
shares
|
$17,797
0.0% of portfolio
|
Q3 2024
New holding
|