Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 769 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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,666
shares
|
$98,993
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,624
shares
|
$96,498
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
1,510
shares
|
$89,724
0.07% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
1,505
shares
|
$89,427
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,491
shares
|
$88,595
0.01% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,485
shares
|
$88,238
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,303
shares
|
$77,424
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
1,256
shares
|
$74,631
0.03% of portfolio
|
Q3 2023
Added 13.56%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,243
shares
|
$73,859
0.01% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,235
shares
|
$73,383
0.0% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,233
shares
|
$73,264
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,224
shares
|
$72,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,222
shares
|
$72,611
0.0% of portfolio
|
Q4 2025
Reduced 4.98%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,200
shares
|
$71,304
0.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,167
shares
|
$69,343
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
1,080
shares
|
$64,173
0.02% of portfolio
|
Q4 2025
Added 1442.86%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,043
shares
|
$61,975
0.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,006
shares
|
$59,776
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,005
shares
|
$59,717
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$59,420
0.0% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
934
shares
|
$55,498
0.02% of portfolio
|
Q2 2022
Reduced 12.55%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
930
shares
|
$55,260
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
930
shares
|
$55,260
0.04% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
903
shares
|
$53,656
0.01% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$53,478
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|