AssetMark Inc’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $626K | Buy |
9,220
+306
| +3% | +$19.8K | ﹤0.01% | 1182 |
|
|
2026
Q1 | $527K | Sell |
8,914
-426
| -5% | -$26.3K | ﹤0.01% | 1155 |
|
|
2025
Q4 | $589K | Sell |
9,340
-58
| -0.6% | -$3.56K | ﹤0.01% | 1109 |
|
|
2025
Q3 | $608K | Buy |
9,398
+112
| +1% | +$7.32K | ﹤0.01% | 1068 |
|
|
2025
Q2 | $627K | Buy |
9,286
+870
| +10% | +$59.8K | ﹤0.01% | 1006 |
|
|
2025
Q1 | $602K | Buy |
8,416
+629
| +8% | +$44.4K | ﹤0.01% | 951 |
|
|
2024
Q4 | $559K | Buy |
7,787
+7,340
| +1,642% | +$539K | ﹤0.01% | 938 |
|
|
2024
Q3 | $33.3K | Buy |
447
+430
| +2,529% | +$31.1K | ﹤0.01% | 1385 |
|
|
2024
Q2 | $1.18K | Buy |
+17
| New | +$1.11K | ﹤0.01% | 1830 |
|
|
2024
Q1 | – | Sell |
-22
| Closed | -$1.35K | – | 1986 |
|
|
2023
Q4 | $1.35K | Buy |
+22
| New | +$1.27K | ﹤0.01% | 1595 |
|
|
2023
Q1 | – | Sell |
-10,521
| Closed | -$621K | – | 1626 |
|
|
2022
Q4 | $621K | Sell |
10,521
-1,420
| -12% | -$88.9K | ﹤0.01% | 674 |
|
|
2022
Q3 | $803K | Buy |
11,941
+1,032
| +9% | +$76.3K | ﹤0.01% | 565 |
|
|
2022
Q2 | $788K | Buy |
10,909
+1,689
| +18% | +$134K | ﹤0.01% | 557 |
|
|
2022
Q1 | $829K | Buy |
9,220
+1,066
| +13% | +$94.1K | ﹤0.01% | 514 |
|
|
2021
Q4 | $738K | Buy |
8,154
+1,169
| +17% | +$101K | ﹤0.01% | 466 |
|
|
2021
Q3 | $565K | Buy |
6,985
+1,365
| +24% | +$113K | ﹤0.01% | 448 |
|
|
2021
Q2 | $433K | Buy |
5,620
+390
| +7% | +$29.5K | ﹤0.01% | 474 |
|
|
2021
Q1 | $375K | Buy |
5,230
+157
| +3% | +$10.4K | ﹤0.01% | 482 |
|
|
2020
Q4 | $301K | Buy |
5,073
+170
| +3% | +$9.61K | ﹤0.01% | 499 |
|
|
2020
Q3 | $252K | Buy |
4,903
+1,559
| +47% | +$86.2K | ﹤0.01% | 488 |
|
|
2020
Q2 | $197K | Buy |
3,344
+2,426
| +264% | +$150K | ﹤0.01% | 496 |
|
|
2020
Q1 | $57K | Buy |
918
+790
| +617% | +$61.1K | ﹤0.01% | 661 |
|
|
2019
Q4 | $10K | Buy |
+128
| New | +$10.9K | ﹤0.01% | 1024 |
|
|
2019
Q1 | – | Sell |
-139
| Closed | -$9K | – | 1393 |
|
|
2018
Q4 | $9K | Hold |
139
| – | – | ﹤0.01% | 1030 |
|
|
2018
Q3 | $9K | Hold |
139
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q2 | $9K | Hold |
139
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q1 | $9K | Sell |
139
-1,799
| -93% | -$107K | ﹤0.01% | 1064 |
|
|
2017
Q4 | $124K | Buy |
1,938
+1,875
| +2,976% | +$125K | ﹤0.01% | 558 |
|
|
2017
Q3 | $4K | Sell |
63
-25,709
| -100% | -$1.72M | ﹤0.01% | 1169 |
|
|
2017
Q2 | $1.7M | Buy |
25,772
+2,775
| +12% | +$181K | 0.02% | 253 |
|
|
2017
Q1 | $1.43M | Buy |
+22,997
| New | +$1.44M | 0.02% | 259 |
|
|
2016
Q4 | – | Sell |
-175
| Closed | -$11K | – | 1283 |
|
|
2016
Q3 | $11K | Sell |
175
-1,933
| -92% | -$129K | ﹤0.01% | 968 |
|
|
2016
Q2 | $146K | Buy |
+2,108
| New | +$145K | ﹤0.01% | 435 |
|
Other funds holding EQR
SPIO
COPPSERS
AssetMark Inc's EQR Position: Q2 2026 in Review
AssetMark Inc increased its Equity Residential (EQR) stake by 3.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 9,220 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.
AssetMark Inc first reported a position in EQR in Q2 2016 and has held it in 33 quarters since. The position peaked at $1.7M in Q2 2017. 240 funds tracked by Wall St. Rank hold EQR as of Q2 2026.
- AssetMark Inc held 9,220 shares of Equity Residential worth $626K as of Q2 2026.
- AssetMark Inc bought 306 Equity Residential shares in Q2 2026, an estimated $19.8K.
- Equity Residential made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1182 holding.
- AssetMark Inc first reported a position in Equity Residential in Q2 2016 and has held it in 33 quarters since.
- AssetMark Inc's Equity Residential position peaked at $1.7M in Q2 2017.
- 240 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.
Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.