Bank Julius Baer & Co
EQR icon

Bank Julius Baer & Co’s Equity Residential EQR Stock Holding History

Bank Julius Baer & Co’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 		$114K Sell
1,928
-2
-0.1% -$123 ﹤0.01% 541
2025
Q4 		$122K Sell
1,930
-1
-0.1% -$61 ﹤0.01% 520
2025
Q3 		$125K Buy
1,931
+4
+0.2% +$262 ﹤0.01% 520
2025
Q2 		$130K Sell
1,927
-2
-0.1% -$137 ﹤0.01% 475
2025
Q1 		$138K Buy
1,929
+180
+10% +$12.7K ﹤0.01% 452
2024
Q4 		$139K Sell
1,749
-552
-24% -$40.5K ﹤0.01% 445
2024
Q3 		$185K Sell
2,301
-1,265
-35% -$91.4K ﹤0.01% 402
2024
Q2 		$239K Sell
3,566
-121
-3% -$7.87K ﹤0.01% 336
2024
Q1 		$231K Sell
3,687
-1,729
-32% -$105K ﹤0.01% 383
2023
Q4 		$331K Buy
5,416
+4,211
+349% +$244K ﹤0.01% 360
2023
Q3 		$71K Sell
1,205
-5,579
-82% -$360K ﹤0.01% 445
2023
Q2 		$448K Sell
6,784
-34
-0.5% -$2.13K ﹤0.01% 347
2023
Q1 		$409K Sell
6,818
-223
-3% -$13.7K ﹤0.01% 363
2022
Q4 		$415K Sell
7,041
-7,700
-52% -$482K ﹤0.01% 356
2022
Q3 		$991K Sell
14,741
-6,998
-32% -$517K 0.01% 257
2022
Q2 		$1.57M Buy
21,739
+2,029
+10% +$161K 0.01% 230
2022
Q1 		$1.77M Sell
19,710
-1,485
-7% -$131K 0.01% 231
2021
Q4 		$1.92M Sell
21,195
-4,041
-16% -$348K 0.01% 279
2021
Q3 		$2.04M Buy
25,236
+2,665
+12% +$220K 0.01% 253
2021
Q2 		$1.74M Sell
22,571
-4,945
-18% -$374K 0.01% 298
2021
Q1 		$1.97M Buy
27,516
+9,652
+54% +$639K 0.01% 272
2020
Q4 		$1.06M Sell
17,864
-21
-0.1% -$1.19K 0.01% 344
2020
Q3 		$918K Buy
17,885
+866
+5% +$47.9K 0.01% 304
2020
Q2 		$1M Sell
17,019
-2,398
-12% -$149K 0.01% 273
2020
Q1 		$1.2M Buy
+19,417
New +$1.5M 0.03% 203

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Bank Julius Baer & Co's EQR Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Equity Residential (EQR) stake by 0.1% in Q1 2026, selling an estimated $123 and leaving 1,928 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Bank Julius Baer & Co first reported a position in EQR in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.04M in Q3 2021. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Bank Julius Baer & Co held 1,928 shares of Equity Residential worth $114K as of Q1 2026.
  • Bank Julius Baer & Co sold 2 Equity Residential shares in Q1 2026, an estimated $123.
  • Equity Residential made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #541 holding.
  • Bank Julius Baer & Co first reported a position in Equity Residential in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Equity Residential position peaked at $2.04M in Q3 2021.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.