Caprock Group’s Equity Residential EQR Stock Holding History

Caprock Group’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	$3.8M	Buy	63,430 +5,947	+10%	+$367K	0.09%	194
2025 Q4	$3.62M	Sell	57,483 -6,527	-10%	-$400K	0.08%	215
2025 Q3	$4.23M	Buy	+64,010	New	+$4.19M	0.1%	166
2025 Q1	$5.38M	Buy	+74,406	New	+$5.25M	0.16%	107
2023 Q3	–	Sell	-3,269	Closed	-$218K	–	667
2023 Q2	$218K	Buy	+3,269	New	+$204K	0.02%	596
2022 Q3	–	Sell	-3,036	Closed	-$221K	–	585
2022 Q2	$221K	Sell	3,036 -789	-21%	-$62.6K	0.02%	475
2022 Q1	$346K	Buy	3,825 +173	+5%	+$15.3K	0.03%	371
2021 Q4	$333K	Buy	3,652 +722	+25%	+$62.1K	0.03%	389
2021 Q3	$239K	Buy	2,930 +182	+7%	+$15K	0.02%	452
2021 Q2	$213K	Buy	+2,748	New	+$208K	0.02%	483
2016 Q4	–	Sell	-8,412	Closed	-$541K	–	354
2016 Q3	$541K	Sell	8,412 -2,084	-20%	-$139K	0.12%	153
2016 Q2	$723K	Sell	10,496 -1,140	-10%	-$78.4K	0.18%	132
2016 Q1	$873K	Buy	+11,636	New	+$870K	0.21%	108

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

Caprock Group's EQR Position: Q1 2026 in Review

Caprock Group increased its Equity Residential (EQR) stake by 10% in Q1 2026, buying an estimated $367K and bringing the position to 63,430 shares worth $3.8M. The position accounts for 0.09% of the portfolio, ranked #194.

Caprock Group first reported a position in EQR in Q1 2016 and has held it in 13 quarters since. The position peaked at $5.38M in Q1 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Caprock Group held 63,430 shares of Equity Residential worth $3.8M as of Q1 2026.
Caprock Group bought 5,947 Equity Residential shares in Q1 2026, an estimated $367K.
Equity Residential made up 0.09% of Caprock Group's portfolio in Q1 2026, its #194 holding.
Caprock Group first reported a position in Equity Residential in Q1 2016 and has held it in 13 quarters since.
Caprock Group's Equity Residential position peaked at $5.38M in Q1 2025.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.