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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,814
shares
|
$226,627
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,771
shares
|
$224,072
0.01% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,734
shares
|
$221,874
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
3,724
shares
|
$221,280
0.02% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
3,722
shares
|
$221,161
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,682
shares
|
$218,784
0.21% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
3,665
shares
|
$217,774
0.06% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,658
shares
|
$217,358
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
3,628
shares
|
$215,575
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,587
shares
|
$213,139
0.01% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,564
shares
|
$211,772
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,473
shares
|
$206,365
0.0% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,456
shares
|
$205,355
0.0% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,450
shares
|
$204,999
0.03% of portfolio
|
Q4 2025
Added 3.76%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,406
shares
|
$202,384
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,378
shares
|
$200,720
0.02% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,338
shares
|
$198,343
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,274
shares
|
$194,541
0.01% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,256
shares
|
$193,471
0.01% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,254
shares
|
$193,352
0.01% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,231
shares
|
$191,986
0.0% of portfolio
|
Q3 2025
Added 47.67%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
3,228
shares
|
$191,807
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,214
shares
|
$190,975
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,199
shares
|
$190,084
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
3,197
shares
|
$189,965
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|