CAPTRUST Financial Advisors
EQR icon

CAPTRUST Financial Advisors’s Equity Residential EQR Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$1.48M Sell
25,062
-1,099
-4% -$67.8K ﹤0.01% 1374
2025
Q4 		$1.65M Buy
26,161
+2,149
+9% +$132K ﹤0.01% 1194
2025
Q3 		$1.55M Sell
24,012
-1,468
-6% -$96K ﹤0.01% 1163
2025
Q2 		$1.72M Buy
25,480
+1,032
+4% +$70.9K ﹤0.01% 1051
2025
Q1 		$1.75M Buy
24,448
+525
+2% +$37.1K ﹤0.01% 964
2024
Q4 		$1.72M Sell
23,923
-1,103
-4% -$81K ﹤0.01% 948
2024
Q3 		$1.86M Sell
25,026
-2,775
-10% -$200K 0.01% 880
2024
Q2 		$1.93M Buy
27,801
+1,700
+7% +$111K 0.01% 837
2024
Q1 		$1.65M Sell
26,101
-3,621
-12% -$220K 0.01% 882
2023
Q4 		$1.82M Sell
29,722
-1,225
-4% -$70.9K 0.01% 949
2023
Q3 		$1.82M Buy
30,947
+1,902
+7% +$123K 0.01% 899
2023
Q2 		$1.92M Buy
29,045
+5,917
+26% +$370K 0.01% 846
2023
Q1 		$1.39M Buy
23,128
+1,074
+5% +$65.9K 0.01% 879
2022
Q4 		$1.3M Buy
22,054
+625
+3% +$39.1K 0.01% 860
2022
Q3 		$1.44M Buy
+21,429
New +$1.58M 0.01% 781

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

CAPTRUST Financial Advisors's EQR Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Equity Residential (EQR) stake by 4.2% in Q1 2026, selling an estimated $67.8K and leaving 25,062 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

CAPTRUST Financial Advisors first reported a position in EQR in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q2 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • CAPTRUST Financial Advisors held 25,062 shares of Equity Residential worth $1.48M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,099 Equity Residential shares in Q1 2026, an estimated $67.8K.
  • Equity Residential made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1374 holding.
  • CAPTRUST Financial Advisors first reported a position in Equity Residential in Q3 2022 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Equity Residential position peaked at $1.93M in Q2 2024.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.