Institutional Ownership Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
117
shares
|
$7,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
111
shares
|
$7,569
0.0% of portfolio
|
Q4 2023
Reduced 41.58%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
106
shares
|
$7,228
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
105
shares
|
$7,159
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
105
shares
|
$7,159
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$6,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
100
shares
|
$6,819
0.0% of portfolio
|
Q1 2016
Added 3440.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
78
shares
|
$5,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
77
shares
|
$5,250
0.0% of portfolio
|
Q3 2024
Reduced 38.4%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
76
shares
|
$5,182
0.0% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$5,114
0.0% of portfolio
|
Q3 2023
Added 63.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
73
shares
|
$4,977
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
63
shares
|
$4,295
0.0% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
60
shares
|
$4,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
60
shares
|
$4,091
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
55
shares
|
$3,750
0.0% of portfolio
|
Q2 2022
Reduced 93.99%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
52
shares
|
$3,545
0.0% of portfolio
|
Q2 2024
Added 1200.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
51
shares
|
$3,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
50
shares
|
$3,409
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
50
shares
|
$3,409
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
49
shares
|
$3,341
0.0% of portfolio
|
Q3 2024
Added 81.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
46
shares
|
$3,136
0.0% of portfolio
|
Q3 2024
Added 48.39%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
46
shares
|
$3,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$2,795
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
40
shares
|
$2,727
0.0% of portfolio
|
Q3 2024
Added 90.48%
|