Capstone Investment Advisors
EQR icon

Capstone Investment Advisors’s Equity Residential EQR Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-2,900
Closed -$208K – 1502
2024
Q4 		$208K Buy
2,900
+1,200
+71% +$88.1K ﹤0.01% 1585
2024
Q3 		$127K Buy
+1,700
New +$123K ﹤0.01% 1681
2023
Q4 		– Sell
-12,300
Closed -$722K – 2186
2023
Q3 		$722K Buy
12,300
+500
+4% +$32.3K ﹤0.01% 1130
2023
Q2 		$778K Buy
11,800
+600
+5% +$37.5K ﹤0.01% 962
2023
Q1 		$672K Sell
11,200
-6,400
-36% -$393K ﹤0.01% 917
2022
Q4 		$1.04M Buy
17,600
+1,400
+9% +$87.6K 0.01% 920
2022
Q3 		$1.09M Buy
16,200
+1,400
+9% +$104K 0.01% 972
2022
Q2 		$1.07M Sell
14,800
-6,100
-29% -$484K 0.01% 981
2022
Q1 		$1.88M Buy
20,900
+9,500
+83% +$839K 0.01% 1085
2021
Q4 		$1.03M Sell
11,400
-18,300
-62% -$1.57M ﹤0.01% 1290
2021
Q3 		$2.4M Buy
29,700
+17,400
+141% +$1.44M ﹤0.01% 1128
2021
Q2 		$947K Buy
12,300
+2,300
+23% +$174K ﹤0.01% 1246
2021
Q1 		$716K Buy
10,000
+4,800
+92% +$318K ﹤0.01% 1198
2020
Q4 		$308K Sell
5,200
-5,700
-52% -$322K ﹤0.01% 1366
2020
Q3 		$559K Buy
10,900
+800
+8% +$44.3K ﹤0.01% 1145
2020
Q2 		$594K Buy
+10,100
New +$626K ﹤0.01% 1050
2020
Q1 		– Sell
-1,400
Closed -$113K – 1203
2019
Q4 		$113K Sell
1,400
-300
-18% -$25.5K ﹤0.01% 1299
2019
Q3 		$147K Buy
+1,700
New +$139K ﹤0.01% 1259

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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

Capstone Investment Advisors's EQR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Equity Residential (EQR) in Q4 2025, closing a stake of 3,199 shares — an estimated $207K sold.

Capstone Investment Advisors first reported a position in EQR in Q4 2019 and held it in 14 quarters. The position peaked at $2.09M in Q4 2022. 691 funds tracked by Wall St. Rank hold EQR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Equity Residential position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,199 Equity Residential shares in Q4 2025, an estimated $207K.
  • Capstone Investment Advisors first reported a position in Equity Residential in Q4 2019 and held it in 14 quarters.
  • Capstone Investment Advisors's Equity Residential position peaked at $2.09M in Q4 2022.
  • 691 funds tracked by Wall St. Rank held Equity Residential as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.