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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
454
shares
|
$30,245
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
447
shares
|
$29,779
0.0% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
442
shares
|
$29,446
0.02% of portfolio
|
Q1 2025
Reduced 40.11%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
415
shares
|
$27,647
0.0% of portfolio
|
Q2 2025
Added 425.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
400
shares
|
$26,648
0.0% of portfolio
|
Q1 2023
Reduced 2.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
400
shares
|
$26,648
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
400
shares
|
$26,648
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
380
shares
|
$25,315
0.0% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
378
shares
|
$25,182
0.0% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
372
shares
|
$24,782
0.0% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
352
shares
|
$23,450
0.0% of portfolio
|
Q2 2025
Added 147.89%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
350
shares
|
$23,317
0.0% of portfolio
|
Q3 2021
Reduced 44.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
344
shares
|
$22,917
0.0% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
336
shares
|
$22,384
0.0% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
331
shares
|
$22,051
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
331
shares
|
$22,051
0.0% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
329
shares
|
$21,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
328
shares
|
$21,851
0.0% of portfolio
|
Q2 2024
Added 22.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
326
shares
|
$21,718
0.0% of portfolio
|
Q2 2025
Added 2228.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
323
shares
|
$21,518
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
317
shares
|
$21,118
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
311
shares
|
$20,718
0.0% of portfolio
|
Q3 2019
Reduced 17.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
304
shares
|
$20,252
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
286
shares
|
$19,053
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
280
shares
|
$18,653
0.0% of portfolio
|
Q2 2020
Reduced 24.02%
|