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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
8
shares
|
$532
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
7
shares
|
$466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
7
shares
|
$466
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
6
shares
|
$399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
5
shares
|
$333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$333
0.0% of portfolio
|
Q4 2024
Reduced 98.09%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$333
0.0% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
4
shares
|
$266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
4
shares
|
$266
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2
shares
|
$133
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2
shares
|
$133
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$133
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|