Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 745 institutions that hold shares in the stock, with a total of 345 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,230
shares
|
$85,817
0.01% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,214
shares
|
$84,700
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,209
shares
|
$84,351
0.0% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,101
shares
|
$76,816
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,088
shares
|
$75,909
0.0% of portfolio
|
Q4 2024
Added 401.38%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
1,071
shares
|
$74,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,009
shares
|
$70,397
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,006
shares
|
$70,188
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,006
shares
|
$70,188
0.0% of portfolio
|
Q1 2022
Reduced 16.58%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
988
shares
|
$68,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
988
shares
|
$68,932
0.0% of portfolio
|
Q4 2024
Reduced 86.64%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
980
shares
|
$68,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
934
shares
|
$65,165
0.02% of portfolio
|
Q2 2022
Reduced 12.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
933
shares
|
$65,095
0.0% of portfolio
|
Q4 2024
Added 143.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
933
shares
|
$65,095
0.0% of portfolio
|
Q4 2024
Reduced 40.15%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
930
shares
|
$64,886
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
900
shares
|
$62,793
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$62,793
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
900
shares
|
$62,793
0.01% of portfolio
|
Q2 2022
Reduced 13.46%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
890
shares
|
$62,095
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
828
shares
|
$57,769
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
800
shares
|
$55,816
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
765
shares
|
$53,374
0.01% of portfolio
|
Q4 2024
Added 38.84%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
738
shares
|
$51,490
0.03% of portfolio
|
Q4 2023
Reduced 37.46%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
722
shares
|
$50,373
0.0% of portfolio
|
Q4 2024
Added 25.35%
|