Purchases and Sales Made in Q4 2025 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q4 2025. The information is specifically focused on institutions that hold shares of EQUITY RESIDENTIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
439K+ 18021.97% |
$25.8M - $28.1M
|
441K
$26.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
29.4K+ 38.06% |
$1.73M - $1.88M
|
107K
$6.34M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.18K+ 6.12% |
$480K - $524K
|
142K
$8.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.74K+ 20.28% |
$278K - $304K
|
28.1K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.56KNew |
$268K - $292K
|
4.56K
$271K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$234K - $255K
|
3.98K
$237K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.03K+ 3.44% |
$178K - $194K
|
91.3K
$5.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Baillie Gifford & CO
|
BUY
|
- |
2.95K+ 2.56% |
$173K - $189K
|
118K
$7.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 78.21% |
$148K - $162K
|
5.76K
$342K
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2.02K+ 4.42% |
$118K - $129K
|
47.6K
$2.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.08K+ 27.76% |
$63.6K - $69.5K
|
4.99K
$296K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.01K+ 1442.86% |
$59.3K - $64.7K
|
1.08K
$64.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
758New |
$44.5K - $48.6K
|
758
$45K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
461+ 14.42% |
$27.1K - $29.6K
|
3.66K
$217K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
370+ 11.51% |
$21.7K - $23.7K
|
3.58K
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
233New |
$13.7K - $14.9K
|
233
$13.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
223+ 187.39% |
$13.1K - $14.3K
|
342
$20.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
180+ 69.23% |
$10.6K - $11.5K
|
440
$26.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
125+ 3.76% |
$7.34K - $8.01K
|
3.45K
$205K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
85+ 62.04% |
$4.99K - $5.45K
|
222
$13.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
68+ 74.73% |
$3.99K - $4.36K
|
159
$9.45K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 122.22% |
$3.87K - $4.23K
|
120
$7.13K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
42New |
$2.47K - $2.69K
|
42
$2.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
34+ 49.28% |
$2K - $2.18K
|
103
$6.12K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
29New |
$1.7K - $1.86K
|
29
$1.72K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 3.77% |
$1.58K - $1.73K
|
743
$44.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
23New |
$1.35K - $1.47K
|
23
$1.37K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 8.1% |
$1.17K - $1.28K
|
267
$15.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 1.12% |
$1.12K - $1.22K
|
1.71K
$101K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
16New |
$939 - $1.03K
|
16
$951
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
11+ 3.43% |
$646 - $705
|
332
$19.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$646 - $705
|
11
$654
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8New |
$470 - $513
|
8
$475
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8+ 0.13% |
$470 - $513
|
6.14K
$365K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
7+ 350.0% |
$411 - $449
|
9
$535
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$352 - $385
|
6
$357
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 38.46% |
$294 - $321
|
18
$1.07K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 33.33% |
$294 - $321
|
20
$1.19K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.09% |
$294 - $321
|
5.5K
$327K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.52% |
$58.7 - $64.1
|
67
$3.98K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 12.2% |
$294 - $321
|
36
$2.14K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 1.21% |
$352 - $385
|
488
$29K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-12- 0.14% |
$704 - $769
|
8.35K
$496K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-16- 0.29% |
$939 - $1.03K
|
5.57K
$331K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-26- 48.15% |
$1.53K - $1.67K
|
28
$1.66K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-28- 0.58% |
$1.64K - $1.79K
|
4.79K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-56- 6.28% |
$3.29K - $3.59K
|
836
$49.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-58- 0.62% |
$3.4K - $3.72K
|
9.34K
$555K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-61- 1.61% |
$3.58K - $3.91K
|
3.72K
$221K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-64- 4.98% |
$3.76K - $4.1K
|
1.22K
$72.6K
|
|