Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,298
shares
|
$224,890
0.01% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,278
shares
|
$223,526
0.0% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
3,248
shares
|
$221,481
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,228
shares
|
$220,117
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
3,213
shares
|
$219,094
0.15% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,191
shares
|
$217,594
0.01% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,151
shares
|
$214,866
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
3,098
shares
|
$211,252
0.12% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,090
shares
|
$210,707
0.02% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
3,037
shares
|
$207,093
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,027
shares
|
$206,411
0.03% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,025
shares
|
$206,274
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
3,007
shares
|
$205,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$204,570
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$204,570
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,980
shares
|
$203,206
0.0% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,978
shares
|
$203,069
0.02% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,966
shares
|
$202,251
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
2,928
shares
|
$199,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,917
shares
|
$198,910
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
2,901
shares
|
$197,819
0.01% of portfolio
|
Q3 2024
Added 1255.61%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,900
shares
|
$197,751
0.0% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,892
shares
|
$197,205
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,842
shares
|
$193,795
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,819
shares
|
$192,227
0.0% of portfolio
|
Q3 2024
New holding
|