AWM
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AE Wealth Management’s Equity Residential EQR Stock Holding History

AE Wealth Management’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$705K Buy
11,915
+884
+8% +$54.5K ﹤0.01% 956
2025
Q4 		$695K Buy
11,031
+350
+3% +$21.5K ﹤0.01% 921
2025
Q3 		$691K Buy
+10,681
New +$698K ﹤0.01% 857
2024
Q3 		– Sell
-4,634
Closed -$321K – 1264
2024
Q2 		$321K Buy
+4,634
New +$302K ﹤0.01% 1007
2024
Q1 		– Sell
-10,528
Closed -$623K – 1392
2023
Q4 		$623K Sell
10,528
-6,833
-39% -$395K ﹤0.01% 1330
2023
Q3 		$1.02M Sell
17,361
-58,222
-77% -$3.76M 0.01% 1089
2023
Q2 		$4.99M Buy
75,583
+66,092
+696% +$4.13M 0.03% 534
2023
Q1 		$569K Buy
9,491
+577
+6% +$35.4K ﹤0.01% 1288
2022
Q4 		$526K Buy
8,914
+686
+8% +$42.9K ﹤0.01% 1294
2022
Q3 		$553K Buy
8,228
+242
+3% +$17.9K ﹤0.01% 1206
2022
Q2 		$577K Buy
7,986
+475
+6% +$37.7K ﹤0.01% 1127
2022
Q1 		$675K Buy
7,511
+427
+6% +$37.7K ﹤0.01% 1081
2021
Q4 		$641K Sell
7,084
-47,982
-87% -$4.13M ﹤0.01% 1156
2021
Q3 		$4.46M Buy
55,066
+3,462
+7% +$286K 0.04% 412
2021
Q2 		$3.97M Buy
51,604
+8,841
+21% +$668K 0.03% 431
2021
Q1 		$3.06M Buy
42,763
+4,054
+10% +$268K 0.03% 450
2020
Q4 		$2.29M Buy
38,709
+6,561
+20% +$371K 0.03% 454
2020
Q3 		$1.65M Buy
32,148
+5,023
+19% +$278K 0.02% 485
2020
Q2 		$1.6M Buy
+27,125
New +$1.68M 0.02% 479
2020
Q1 		– Sell
-6,338
Closed -$513K – 1153
2019
Q4 		$513K Buy
6,338
+2,438
+63% +$208K 0.01% 728
2019
Q3 		$336K Buy
3,900
+1,112
+40% +$91K 0.01% 739
2019
Q2 		$212K Buy
+2,788
New +$213K 0.01% 882

Other funds holding EQR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AE Wealth Management's EQR Position: Q1 2026 in Review

AE Wealth Management increased its Equity Residential (EQR) stake by 8% in Q1 2026, buying an estimated $54.5K and bringing the position to 11,915 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

AE Wealth Management first reported a position in EQR in Q2 2019 and has held it in 22 quarters since. The position peaked at $4.99M in Q2 2023. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • AE Wealth Management held 11,915 shares of Equity Residential worth $705K as of Q1 2026.
  • AE Wealth Management bought 884 Equity Residential shares in Q1 2026, an estimated $54.5K.
  • Equity Residential made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #956 holding.
  • AE Wealth Management first reported a position in Equity Residential in Q2 2019 and has held it in 22 quarters since.
  • AE Wealth Management's Equity Residential position peaked at $4.99M in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.