CM
EQR icon

Caption Management’s Equity Residential EQR Stock Holding History

Caption 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 		$1.48M Buy
+25,000
New +$1.54M 0.01% 906
2020
Q3 		– Sell
-52,200
Closed -$3.07M – 1091
2020
Q2 		$3.07M Buy
+52,200
New +$3.23M 0.1% 271
2018
Q1 		– Sell
-30,000
Closed -$1.91M – 242
2017
Q4 		$1.91M Buy
+30,000
New +$2M 0.2% 133

Other funds holding EQR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Caption Management's EQR Position: Q1 2026 in Review

Caption Management opened a new position in Equity Residential (EQR) in Q1 2026: 16,000 shares worth $946K. The stake represents 0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Caption Management previously reported a position in EQR as recently as Q3 2021.

Caption Management first reported a position in EQR in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.83M in Q3 2021. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Caption Management held 16,000 shares of Equity Residential worth $946K as of Q1 2026.
  • Equity Residential was a new Caption Management position in Q1 2026.
  • Equity Residential made up 0.01% of Caption Management's portfolio in Q1 2026, its #1038 holding.
  • Caption Management first reported a position in Equity Residential in Q4 2017 and has held it in 6 quarters since.
  • Caption Management's Equity Residential position peaked at $2.83M in Q3 2021.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.