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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
253
shares
|
$15,033
0.01% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
252
shares
|
$14,973
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
250
shares
|
$14,855
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
250
shares
|
$14,855
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
240
shares
|
$14,260
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
233
shares
|
$13,844
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
233
shares
|
$13,844
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
228
shares
|
$13,547
0.0% of portfolio
|
Q3 2022
Added 21.28%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
228
shares
|
$13,547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
223
shares
|
$13,250
0.0% of portfolio
|
Q3 2022
Added 11.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
221
shares
|
$13,131
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
200
shares
|
$11,884
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
200
shares
|
$11,884
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
200
shares
|
$11,884
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
196
shares
|
$11,646
0.0% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
194
shares
|
$11,527
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
185
shares
|
$10,992
0.0% of portfolio
|
Q3 2025
Reduced 47.44%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
177
shares
|
$10,517
0.0% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
168
shares
|
$9,982
0.0% of portfolio
|
Q4 2025
Reduced 51.59%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
164
shares
|
$9,744
0.0% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
157
shares
|
$9,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
151
shares
|
$8,972
0.0% of portfolio
|
Q3 2025
Added 51.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
149
shares
|
$8,853
0.0% of portfolio
|
Q4 2023
Added 217.02%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
140
shares
|
$8,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
137
shares
|
$8,140
0.0% of portfolio
|
Q3 2025
Reduced 19.41%
|
|