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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
149
shares
|
$9,926
0.0% of portfolio
|
Q4 2023
Added 217.02%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
140
shares
|
$9,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
126
shares
|
$8,394
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
117
shares
|
$7,794
0.0% of portfolio
|
Q2 2025
Added 154.35%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
116
shares
|
$7,727
0.0% of portfolio
|
Q2 2025
Added 78.46%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
113
shares
|
$7,528
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
112
shares
|
$7,461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
111
shares
|
$7,394
0.0% of portfolio
|
Q4 2023
Reduced 41.58%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
107
shares
|
$7,128
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
107
shares
|
$7,128
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
106
shares
|
$7,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
106
shares
|
$7,061
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
106
shares
|
$7,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
105
shares
|
$6,995
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
101
shares
|
$6,728
0.0% of portfolio
|
Q2 2025
Added 288.46%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$6,662
0.0% of portfolio
|
Q2 2025
Added 49.25%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
100
shares
|
$6,662
0.0% of portfolio
|
Q1 2016
Added 3440.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
91
shares
|
$6,062
0.0% of portfolio
|
Q2 2025
Reduced 22.88%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
88
shares
|
$5,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
85
shares
|
$5,662
0.0% of portfolio
|
Q2 2025
Added 372.22%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
83
shares
|
$5,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$4,996
0.0% of portfolio
|
Q3 2023
Added 63.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
73
shares
|
$4,863
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
73
shares
|
$4,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
66
shares
|
$4,396
0.0% of portfolio
|
Q2 2025
Added 135.71%
|