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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
68
shares
|
$4,040
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
67
shares
|
$3,981
0.0% of portfolio
|
Q3 2025
Added 31.37%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
67
shares
|
$3,981
0.0% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
60
shares
|
$3,565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
59
shares
|
$3,505
0.0% of portfolio
|
Q3 2025
Reduced 99.41%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
57
shares
|
$3,386
0.0% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
56
shares
|
$3,327
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
55
shares
|
$3,268
0.0% of portfolio
|
Q2 2022
Reduced 93.99%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
51
shares
|
$3,030
0.0% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
50
shares
|
$2,971
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
49
shares
|
$2,911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
46
shares
|
$2,733
0.0% of portfolio
|
Q3 2024
Added 48.39%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41
shares
|
$2,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$2,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
40
shares
|
$2,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
40
shares
|
$2,376
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39
shares
|
$2,317
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
38
shares
|
$2,257
0.0% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
38
shares
|
$2,257
0.0% of portfolio
|
Q3 2025
Added 40.74%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
36
shares
|
$2,139
0.0% of portfolio
|
Q4 2025
Reduced 12.2%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
34
shares
|
$2,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
34
shares
|
$2,020
0.0% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
33
shares
|
$1,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
29
shares
|
$1,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$1,723
0.0% of portfolio
|
Q3 2025
Added 314.29%
|
|