Atomi Financial Group’s Equity Residential EQR Stock Holding History

Atomi Financial Group’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	$238K	Buy	4,021 +456	+13%	+$28.1K	0.01%	1074
2025 Q4	$225K	Sell	3,565 -206	-5%	-$12.6K	0.01%	1088
2025 Q3	$244K	Buy	3,771 +489	+15%	+$32K	0.01%	1000
2025 Q2	$222K	Buy	3,282 +209	+7%	+$14.4K	0.01%	992
2025 Q1	$220K	Sell	3,073 -634	-17%	-$44.8K	0.01%	933
2024 Q4	$266K	Buy	3,707 +284	+8%	+$20.9K	0.01%	782
2024 Q3	$255K	Buy	3,423 +466	+16%	+$33.7K	0.02%	745
2024 Q2	$205K	Buy	+2,957	New	+$192K	0.02%	733

Other funds holding EQR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Atomi Financial Group's EQR Position: Q1 2026 in Review

Atomi Financial Group increased its Equity Residential (EQR) stake by 13% in Q1 2026, buying an estimated $28.1K and bringing the position to 4,021 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1074.

Atomi Financial Group first reported a position in EQR in Q2 2024 and has held it in 8 quarters since. The position peaked at $266K in Q4 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Atomi Financial Group held 4,021 shares of Equity Residential worth $238K as of Q1 2026.
Atomi Financial Group bought 456 Equity Residential shares in Q1 2026, an estimated $28.1K.
Equity Residential made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1074 holding.
Atomi Financial Group first reported a position in Equity Residential in Q2 2024 and has held it in 8 quarters since.
Atomi Financial Group's Equity Residential position peaked at $266K in Q4 2024.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.