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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
29
shares
|
$1,931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
28
shares
|
$1,865
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
27
shares
|
$1,798
0.0% of portfolio
|
Q2 2025
Reduced 44.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
27
shares
|
$1,798
0.0% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
27
shares
|
$1,798
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
26
shares
|
$1,732
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
24
shares
|
$1,598
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
22
shares
|
$1,465
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,332
0.0% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$1,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
16
shares
|
$1,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
15
shares
|
$999
0.0% of portfolio
|
Q2 2025
Reduced 85.98%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
15
shares
|
$999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
15
shares
|
$999
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
14
shares
|
$932
0.0% of portfolio
|
Q1 2024
Reduced 89.63%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
13
shares
|
$866
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
13
shares
|
$866
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
12
shares
|
$799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10
shares
|
$666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
9
shares
|
$599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
8
shares
|
$532
0.0% of portfolio
|
Q3 2023
Reduced 11.11%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
8
shares
|
$532
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|