Bartlett & Co Wealth Management’s Equity Residential EQR Stock Holding History

Bartlett & Co Wealth Management’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	$67.9K	Hold	1,040	–	–	﹤0.01%	625
2025 Q4	$65.6K	Sell	1,040 -3	-0.3%	-$184	﹤0.01%	618
2025 Q3	$68.3K	Buy	1,043 +37	+4%	+$2.42K	﹤0.01%	617
2025 Q2	$68.6K	Sell	1,006 -3	-0.3%	-$206	﹤0.01%	610
2025 Q1	$73K	Buy	1,009 +3	+0.3%	+$212	﹤0.01%	593
2024 Q4	$72.2K	Hold	1,006	–	–	﹤0.01%	582
2024 Q3	$75.6K	Hold	1,006	–	–	﹤0.01%	587
2024 Q2	$69.8K	Hold	1,006	–	–	﹤0.01%	599
2024 Q1	$64.2K	Hold	1,006	–	–	﹤0.01%	623
2023 Q4	$62.9K	Hold	1,006	–	–	﹤0.01%	659
2023 Q3	$59.8K	Hold	1,006	–	–	﹤0.01%	628
2023 Q2	$67.1K	Hold	1,006	–	–	﹤0.01%	614
2023 Q1	$61.1K	Hold	1,006	–	–	﹤0.01%	539
2022 Q4	$60K	Hold	1,006	–	–	﹤0.01%	555
2022 Q3	$68.3K	Hold	1,006	–	–	﹤0.01%	518
2022 Q2	$73.3K	Hold	1,006	–	–	﹤0.01%	512
2022 Q1	$91.1K	Buy	+1,006	New	+$88.8K	﹤0.01%	500
2021 Q4	–	Sell	-1,206	Closed	-$98.3K	–	534
2021 Q3	$98.3K	Hold	1,206	–	–	﹤0.01%	412
2021 Q2	$93.6K	Hold	1,206	–	–	﹤0.01%	417
2021 Q1	$86.4K	Sell	1,206 -400	-25%	-$26.5K	﹤0.01%	444
2020 Q4	$96.2K	Hold	1,606	–	–	﹤0.01%	417
2020 Q3	$83.4K	Hold	1,606	–	–	﹤0.01%	406
2020 Q2	$95.5K	Hold	1,606	–	–	﹤0.01%	386
2020 Q1	$100K	Hold	1,606	–	–	﹤0.01%	368
2019 Q4	$131K	Hold	1,606	–	–	﹤0.01%	379
2019 Q3	$139K	Buy	1,606 +1,050	+189%	+$85.9K	﹤0.01%	360
2019 Q2	$42.5K	Hold	556	–	–	﹤0.01%	456
2019 Q1	$42.2K	Hold	556	–	–	﹤0.01%	445
2018 Q4	$37K	Hold	556	–	–	﹤0.01%	452
2018 Q3	$37.1K	Hold	556	–	–	﹤0.01%	471
2018 Q2	$35.7K	Hold	556	–	–	﹤0.01%	463
2018 Q1	$34.6K	Buy	+556	New	+$33K	﹤0.01%	468

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

Bartlett & Co Wealth Management's EQR Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Equity Residential (EQR) position steady in Q1 2026 at 1,040 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Bartlett & Co Wealth Management first reported a position in EQR in Q1 2018 and has held it in 32 quarters since. The position peaked at $139K in Q3 2019. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Bartlett & Co Wealth Management held 1,040 shares of Equity Residential worth $67.9K as of Q1 2026.
Bartlett & Co Wealth Management left its Equity Residential share count unchanged in Q1 2026.
Equity Residential made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #625 holding.
Bartlett & Co Wealth Management first reported a position in Equity Residential in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's Equity Residential position peaked at $139K in Q3 2019.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.