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Atria Investments’s Equity Residential EQR Stock Holding History

Atria Investments’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 		$419K Sell
7,076
-12,061
-63% -$744K ﹤0.01% 1547
2025
Q4 		$1.21M Sell
19,137
-2,346
-11% -$144K 0.01% 971
2025
Q3 		$1.39M Buy
21,483
+558
+3% +$36.5K 0.02% 887
2025
Q2 		$1.41M Sell
20,925
-836
-4% -$57.5K 0.02% 879
2025
Q1 		$1.56M Buy
21,761
+4,007
+23% +$283K 0.02% 811
2024
Q4 		$1.27M Sell
17,754
-10,302
-37% -$757K 0.02% 863
2024
Q3 		$2.09M Buy
28,056
+6,280
+29% +$454K 0.03% 652
2024
Q2 		$1.51M Buy
21,776
+1,857
+9% +$121K 0.02% 755
2024
Q1 		$1.26M Sell
19,919
-1,644
-8% -$100K 0.02% 848
2023
Q4 		$1.32M Sell
21,563
-675
-3% -$39.1K 0.02% 777
2023
Q3 		$1.31M Sell
22,238
-666
-3% -$43K 0.02% 731
2023
Q2 		$1.51M Buy
22,904
+3,261
+17% +$204K 0.03% 662
2023
Q1 		$1.18M Buy
+19,643
New +$1.21M 0.02% 744
2022
Q4 		– Sell
-16,863
Closed -$1.13M – 777
2022
Q3 		$1.13M Buy
+16,863
New +$1.25M 0.03% 683
2022
Q2 		– Sell
-13,696
Closed -$1.23M – 781
2022
Q1 		$1.23M Buy
13,696
+17
+0.1% +$1.5K 0.02% 759
2021
Q4 		$1.24M Sell
13,679
-684
-5% -$58.8K 0.02% 747
2021
Q3 		$1.16M Sell
14,363
-8
-0.1% -$661 0.02% 727
2021
Q2 		$1.11M Buy
+14,371
New +$1.09M 0.02% 721
2020
Q2 		– Sell
-10,023
Closed -$619K – 602
2020
Q1 		$619K Buy
10,023
+5,293
+112% +$409K 0.05% 302
2019
Q4 		$383K Buy
+4,730
New +$403K 0.01% 888

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

Atria Investments's EQR Position: Q1 2026 in Review

Atria Investments reduced its Equity Residential (EQR) stake by 63% in Q1 2026, selling an estimated $744K and leaving 7,076 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Atria Investments first reported a position in EQR in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.09M in Q3 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Atria Investments held 7,076 shares of Equity Residential worth $419K as of Q1 2026.
  • Atria Investments sold 12,061 Equity Residential shares in Q1 2026, an estimated $744K.
  • Equity Residential made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1547 holding.
  • Atria Investments first reported a position in Equity Residential in Q4 2019 and has held it in 20 quarters since.
  • Atria Investments's Equity Residential position peaked at $2.09M in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.