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Brass Tax Wealth Management’s Equity Residential EQR Stock Holding History

Brass Tax 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
2025
Q3 		$349K Hold
5,390
– – 0.06% 158
2025
Q2 		$364K Hold
5,390
– – 0.07% 145
2025
Q1 		$386K Hold
5,390
– – 0.08% 124
2024
Q4 		$387K Sell
5,390
-106
-2% -$7.79K 0.08% 114
2024
Q3 		$409K Buy
+5,496
New +$397K 0.09% 106

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's EQR Position: Q3 2025 in Review

Brass Tax Wealth Management held its Equity Residential (EQR) position steady in Q3 2025 at 5,390 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #158.

Brass Tax Wealth Management first reported a position in EQR in Q3 2024 and has held it in 5 quarters since. The position peaked at $409K in Q3 2024. 689 funds tracked by Wall St. Rank hold EQR as of Q3 2025.

  • Brass Tax Wealth Management held 5,390 shares of Equity Residential worth $349K as of Q3 2025.
  • Brass Tax Wealth Management left its Equity Residential share count unchanged in Q3 2025.
  • Equity Residential made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #158 holding.
  • Brass Tax Wealth Management first reported a position in Equity Residential in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's Equity Residential position peaked at $409K in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Equity Residential as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.