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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
28
shares
|
$1,663
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
28
shares
|
$1,663
0.0% of portfolio
|
Q4 2025
Reduced 48.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
27
shares
|
$1,604
0.0% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
26
shares
|
$1,544
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
26
shares
|
$1,544
0.0% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
23
shares
|
$1,366
0.0% of portfolio
|
Q3 2025
Reduced 80.34%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
22
shares
|
$1,307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,188
0.0% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$1,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
20
shares
|
$1,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
19
shares
|
$1,128
0.0% of portfolio
|
Q3 2025
Reduced 96.89%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
19
shares
|
$1,128
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
18
shares
|
$1,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
15
shares
|
$891
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
15
shares
|
$891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$831
0.0% of portfolio
|
Q1 2024
Reduced 89.63%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
13
shares
|
$772
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
13
shares
|
$772
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12
shares
|
$713
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
11
shares
|
$653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10
shares
|
$594
0.0% of portfolio
|
Q3 2025
Reduced 68.75%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
9
shares
|
$534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
8
shares
|
$475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
8
shares
|
$475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
8
shares
|
$475
0.0% of portfolio
|
Q3 2025
New holding
|
|