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
Q4 		– Sell
-8,300
Closed -$537K – 1736
2025
Q3 		$537K Buy
8,300
+800
+11% +$52.3K ﹤0.01% 1326
2025
Q2 		$506K Sell
7,500
-800
-10% -$55K ﹤0.01% 1132
2025
Q1 		$594K Sell
8,300
-100
-1% -$7.06K ﹤0.01% 1033
2024
Q4 		$603K Buy
8,400
+4,200
+100% +$309K ﹤0.01% 1248
2024
Q3 		$313K Buy
4,200
+4,000
+2,000% +$289K ﹤0.01% 1400
2024
Q2 		$13.9K Sell
200
-100
-33% -$6.51K ﹤0.01% 2013
2024
Q1 		$18.9K Buy
+300
New +$18.3K ﹤0.01% 2269
2023
Q4 		– Sell
-18,000
Closed -$1.06M – 2188
2023
Q3 		$1.06M Buy
18,000
+1,700
+10% +$110K ﹤0.01% 967
2023
Q2 		$1.08M Buy
16,300
+2,500
+18% +$156K 0.01% 850
2023
Q1 		$828K Sell
13,800
-25,700
-65% -$1.58M ﹤0.01% 848
2022
Q4 		$2.33M Buy
39,500
+2,600
+7% +$163K 0.02% 649
2022
Q3 		$2.48M Buy
36,900
+3,200
+9% +$237K 0.02% 676
2022
Q2 		$2.43M Sell
33,700
-28,200
-46% -$2.24M 0.01% 692
2022
Q1 		$5.57M Sell
61,900
-123,400
-67% -$10.9M 0.02% 665
2021
Q4 		$16.8M Sell
185,300
-24,300
-12% -$2.09M 0.03% 474
2021
Q3 		$17M Buy
209,600
+100,600
+92% +$8.31M 0.03% 465
2021
Q2 		$8.39M Buy
109,000
+31,500
+41% +$2.38M 0.02% 581
2021
Q1 		$5.55M Buy
77,500
+15,100
+24% +$1,000K 0.02% 626
2020
Q4 		$3.7M Buy
62,400
+7,400
+13% +$418K 0.01% 689
2020
Q3 		$2.82M Buy
55,000
+25,600
+87% +$1.42M 0.01% 693
2020
Q2 		$1.73M Buy
+29,400
New +$1.82M 0.01% 760
2020
Q1 		– Sell
-3,400
Closed -$275K – 1205
2019
Q4 		$275K Sell
3,400
-100
-3% -$8.51K ﹤0.01% 1221
2019
Q3 		$302K Buy
+3,500
New +$286K ﹤0.01% 1179

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.