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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
66
shares
|
$4,396
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
60
shares
|
$3,997
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
58
shares
|
$3,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
57
shares
|
$3,797
0.0% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
55
shares
|
$3,664
0.0% of portfolio
|
Q2 2022
Reduced 93.99%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
54
shares
|
$3,597
0.0% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
54
shares
|
$3,597
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
51
shares
|
$3,397
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
50
shares
|
$3,331
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
49
shares
|
$3,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
47
shares
|
$3,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
46
shares
|
$3,064
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
46
shares
|
$3,064
0.0% of portfolio
|
Q3 2024
Added 48.39%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
42
shares
|
$2,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$2,731
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$2,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
40
shares
|
$2,664
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
38
shares
|
$2,531
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
37
shares
|
$2,464
0.0% of portfolio
|
Q2 2025
Added 48.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
37
shares
|
$2,464
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,331
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
34
shares
|
$2,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
34
shares
|
$2,265
0.0% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
32
shares
|
$2,131
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
30
shares
|
$1,998
0.0% of portfolio
|
Q4 2023
Reduced 62.03%
|