AAS
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Avantax Advisory Services’s Equity Residential EQR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.82M Buy
26,938
+889
+3% +$61.1K 0.01% 850
2025
Q1 		$1.86M Buy
26,049
+207
+0.8% +$14.6K 0.01% 773
2024
Q4 		$1.85M Buy
25,842
+349
+1% +$25.6K 0.01% 745
2024
Q3 		$1.9M Buy
25,493
+1,882
+8% +$136K 0.01% 723
2024
Q2 		$1.64M Buy
23,611
+14,968
+173% +$974K 0.01% 743
2024
Q1 		$545K Buy
8,643
+787
+10% +$47.9K ﹤0.01% 992
2023
Q4 		$480K Buy
7,856
+830
+12% +$48K ﹤0.01% 1005
2023
Q3 		$412K Buy
7,026
+455
+7% +$29.4K ﹤0.01% 1031
2023
Q2 		$434K Buy
6,571
+613
+10% +$38.3K 0.01% 1004
2023
Q1 		$357K Buy
5,958
+468
+9% +$28.7K ﹤0.01% 1059
2022
Q4 		$324K Buy
5,490
+1,985
+57% +$124K ﹤0.01% 1069
2022
Q3 		$236K Buy
3,505
+656
+23% +$48.5K ﹤0.01% 1126
2022
Q2 		$206K Sell
2,849
-350
-11% -$27.8K ﹤0.01% 1192
2022
Q1 		$284K Buy
3,199
+510
+19% +$45K ﹤0.01% 1029
2021
Q4 		$243K Sell
2,689
-10
-0.4% -$860 ﹤0.01% 1079
2021
Q3 		$215K Sell
2,699
-35
-1% -$2.89K ﹤0.01% 1075
2021
Q2 		$213K Buy
+2,734
New +$207K ﹤0.01% 1051

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's EQR Position: Q2 2025 in Review

Avantax Advisory Services increased its Equity Residential (EQR) stake by 3.4% in Q2 2025, buying an estimated $61.1K and bringing the position to 26,938 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #850.

Avantax Advisory Services first reported a position in EQR in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.9M in Q3 2024. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • Avantax Advisory Services held 26,938 shares of Equity Residential worth $1.82M as of Q2 2025.
  • Avantax Advisory Services bought 889 Equity Residential shares in Q2 2025, an estimated $61.1K.
  • Equity Residential made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #850 holding.
  • Avantax Advisory Services first reported a position in Equity Residential in Q2 2021 and has held it in 17 quarters since.
  • Avantax Advisory Services's Equity Residential position peaked at $1.9M in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.