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 |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
252
shares
|
$17,582
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$17,442
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
250
shares
|
$17,442
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
233
shares
|
$16,256
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
228
shares
|
$15,907
0.0% of portfolio
|
Q3 2022
Added 21.28%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
223
shares
|
$15,558
0.0% of portfolio
|
Q3 2022
Added 11.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
221
shares
|
$15,419
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
214
shares
|
$14,930
0.0% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
213
shares
|
$14,861
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
208
shares
|
$14,512
0.0% of portfolio
|
Q4 2024
Reduced 92.83%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$13,954
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
200
shares
|
$13,954
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
194
shares
|
$13,535
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
192
shares
|
$13,395
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
182
shares
|
$12,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
174
shares
|
$12,139
0.01% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
168
shares
|
$11,721
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
149
shares
|
$10,395
0.0% of portfolio
|
Q4 2023
Added 217.02%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
148
shares
|
$10,325
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
140
shares
|
$9,767
0.0% of portfolio
|
Q1 2018
Reduced 2.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
134
shares
|
$9,349
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
123
shares
|
$8,581
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
117
shares
|
$8,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
111
shares
|
$7,744
0.0% of portfolio
|
Q4 2023
Reduced 41.58%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
106
shares
|
$7,395
0.0% of portfolio
|
Q4 2020
New holding
|