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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
40
shares
|
$2,790
0.0% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
40
shares
|
$2,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
40
shares
|
$2,790
0.0% of portfolio
|
Q3 2024
Added 90.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
40
shares
|
$2,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
38
shares
|
$2,651
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
36
shares
|
$2,511
0.0% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
34
shares
|
$2,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
32
shares
|
$2,232
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
30
shares
|
$2,093
0.0% of portfolio
|
Q4 2023
Reduced 62.03%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
29
shares
|
$2,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
28
shares
|
$1,953
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
28
shares
|
$1,953
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
27
shares
|
$1,883
0.0% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
26
shares
|
$1,814
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
24
shares
|
$1,674
0.0% of portfolio
|
Q4 2024
Reduced 92.68%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23
shares
|
$1,604
0.0% of portfolio
|
Q3 2024
Reduced 43.9%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
22
shares
|
$1,534
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
21
shares
|
$1,465
0.0% of portfolio
|
Q4 2024
Reduced 97.08%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
20
shares
|
$1,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
20
shares
|
$1,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
20
shares
|
$1,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$1,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
16
shares
|
$1,116
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
15
shares
|
$1,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
15
shares
|
$1,046
0.0% of portfolio
|
Q4 2023
New holding
|