Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 767 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,961
shares
|
$354,202
0.03% of portfolio
|
Q3 2022
Added 3.47%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
5,937
shares
|
$352,776
0.05% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
5,919
shares
|
$351,706
0.0% of portfolio
|
Q3 2025
Reduced 75.81%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,917
shares
|
$351,588
0.07% of portfolio
|
Q3 2022
Reduced 34.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,859
shares
|
$348,141
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,843
shares
|
$347,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,821
shares
|
$345,883
0.0% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,707
shares
|
$339,109
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
5,675
shares
|
$337,208
0.18% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
5,589
shares
|
$332,098
0.0% of portfolio
|
Q2 2022
Reduced 47.23%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
5,568
shares
|
$330,850
0.03% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,519
shares
|
$327,938
0.19% of portfolio
|
Q4 2022
Reduced 1.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
5,500
shares
|
$326,810
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
5,497
shares
|
$326,631
0.01% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
5,390
shares
|
$320,273
0.06% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
5,371
shares
|
$319,144
0.09% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,308
shares
|
$315,401
0.03% of portfolio
|
Q3 2025
Added 33.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,286
shares
|
$314,094
0.01% of portfolio
|
Q3 2025
Added 29.27%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
5,286
shares
|
$314,094
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,220
shares
|
$310,172
0.04% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Armistice Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,120
shares
|
$304,230
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,078
shares
|
$301,734
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,035
shares
|
$299,179
0.03% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$297,100
0.02% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,000
shares
|
$297,100
0.21% of portfolio
|
Q1 2025
Reduced 50.0%
|
|