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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
270
shares
|
$17,987
0.0% of portfolio
|
Q2 2023
Reduced 51.26%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
261
shares
|
$17,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
260
shares
|
$17,321
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
257
shares
|
$17,121
0.0% of portfolio
|
Q2 2025
Reduced 51.78%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
253
shares
|
$16,854
0.01% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
253
shares
|
$16,854
0.0% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
252
shares
|
$16,788
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
250
shares
|
$16,655
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
250
shares
|
$16,655
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
250
shares
|
$16,655
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
233
shares
|
$15,522
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
231
shares
|
$15,389
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
228
shares
|
$15,189
0.0% of portfolio
|
Q3 2022
Added 21.28%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
223
shares
|
$14,856
0.0% of portfolio
|
Q3 2022
Added 11.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
221
shares
|
$14,723
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
219
shares
|
$14,589
0.0% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
200
shares
|
$13,324
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
200
shares
|
$13,324
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
200
shares
|
$13,324
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
194
shares
|
$12,924
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
185
shares
|
$12,324
0.0% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
177
shares
|
$11,791
0.0% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
172
shares
|
$11,458
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
170
shares
|
$11,325
0.0% of portfolio
|
Q2 2025
Added 26.87%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
149
shares
|
$9,926
0.0% of portfolio
|
Q1 2025
New holding
|