AWA
EQR icon

Arkadios Wealth Advisors’s Equity Residential EQR Stock Holding History

Arkadios Wealth Advisors’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 		$839K Buy
14,186
+2,144
+18% +$132K 0.01% 877
2025
Q4 		$759K Buy
12,042
+747
+7% +$45.8K 0.01% 828
2025
Q3 		$731K Buy
11,295
+1,316
+13% +$86K 0.02% 773
2025
Q2 		$674K Buy
9,979
+807
+9% +$55.5K 0.02% 734
2025
Q1 		$657K Buy
9,172
+1,169
+15% +$82.6K 0.02% 606
2024
Q4 		$574K Sell
8,003
-340
-4% -$25K 0.03% 496
2024
Q3 		$621K Sell
8,343
-810
-9% -$58.5K 0.04% 465
2024
Q2 		$635K Sell
9,153
-10
-0.1% -$651 0.04% 404
2024
Q1 		$578K Sell
9,163
-263
-3% -$16K 0.04% 355
2023
Q4 		$577K Buy
9,426
+4,909
+109% +$284K 0.05% 332
2023
Q3 		$265K Buy
4,517
+719
+19% +$46.5K 0.03% 532
2023
Q2 		$251K Sell
3,798
-1,355
-26% -$84.7K 0.03% 500
2023
Q1 		$309K Buy
5,153
+32
+0.6% +$1.97K 0.04% 427
2022
Q4 		$302K Sell
5,121
-492
-9% -$30.8K 0.04% 402
2022
Q3 		$377K Sell
5,613
-776
-12% -$57.4K 0.06% 329
2022
Q2 		$461K Sell
6,389
-318
-5% -$25.2K 0.07% 299
2022
Q1 		$603K Sell
6,707
-1,796
-21% -$159K 0.08% 270
2021
Q4 		$769K Sell
8,503
-1,486
-15% -$128K 0.1% 232
2021
Q3 		$808K Buy
9,989
+56
+0.6% +$4.63K 0.12% 198
2021
Q2 		$764K Buy
9,933
+7,943
+399% +$600K 0.09% 251
2021
Q1 		$142K Buy
1,990
+339
+21% +$22.4K 0.02% 470
2020
Q4 		$97K Sell
1,651
-7,616
-82% -$430K 0.02% 446
2020
Q3 		$481K Buy
9,267
+1,670
+22% +$92.4K 0.24% 96
2020
Q2 		$433K Buy
7,597
+7,519
+9,640% +$466K 0.24% 99
2020
Q1 		$4.81K Buy
+78
New +$6.03K ﹤0.01% 792

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

Arkadios Wealth Advisors's EQR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Equity Residential (EQR) stake by 18% in Q1 2026, buying an estimated $132K and bringing the position to 14,186 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #877.

Arkadios Wealth Advisors first reported a position in EQR in Q1 2020 and has held it in 25 quarters since. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Arkadios Wealth Advisors held 14,186 shares of Equity Residential worth $839K as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,144 Equity Residential shares in Q1 2026, an estimated $132K.
  • Equity Residential made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #877 holding.
  • Arkadios Wealth Advisors first reported a position in Equity Residential in Q1 2020 and has held it in 25 quarters since.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.