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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
260
shares
|
$17,729
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
252
shares
|
$17,183
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
250
shares
|
$17,047
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
250
shares
|
$17,047
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
249
shares
|
$16,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
233
shares
|
$15,888
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
228
shares
|
$15,547
0.0% of portfolio
|
Q3 2022
Added 21.28%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
223
shares
|
$15,206
0.0% of portfolio
|
Q3 2022
Added 11.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
221
shares
|
$15,069
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
217
shares
|
$14,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
213
shares
|
$14,524
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
210
shares
|
$14,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
208
shares
|
$14,183
0.0% of portfolio
|
Q2 2024
Added 342.55%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$13,638
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
200
shares
|
$13,638
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
199
shares
|
$13,569
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
195
shares
|
$13,297
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
194
shares
|
$13,228
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
167
shares
|
$11,387
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
156
shares
|
$10,637
0.0% of portfolio
|
Q3 2024
Added 56.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
149
shares
|
$10,160
0.0% of portfolio
|
Q4 2023
Added 217.02%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
142
shares
|
$9,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
140
shares
|
$9,546
0.0% of portfolio
|
Q1 2018
Reduced 2.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
134
shares
|
$9,137
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
123
shares
|
$8,387
0.0% of portfolio
|
Q3 2024
Added 1.65%
|