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Cascade Financial Partners’s Equity Residential EQR Stock Holding History

Cascade Financial Partners’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 		$1.26M Buy
21,335
+4,821
+29% +$297K 0.13% 106
2025
Q4 		$1.04M Buy
16,514
+3,221
+24% +$198K 0.11% 114
2025
Q3 		$860K Buy
13,293
+508
+4% +$33.2K 0.1% 128
2025
Q2 		$863K Buy
12,785
+3,529
+38% +$243K 0.1% 121
2025
Q1 		$663K Buy
9,256
+6,358
+219% +$449K 0.08% 136
2024
Q4 		$208K Buy
+2,898
New +$213K 0.03% 240

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

Cascade Financial Partners's EQR Position: Q1 2026 in Review

Cascade Financial Partners increased its Equity Residential (EQR) stake by 29% in Q1 2026, buying an estimated $297K and bringing the position to 21,335 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #106.

Cascade Financial Partners first reported a position in EQR in Q4 2024 and has held it in 6 quarters since. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Cascade Financial Partners held 21,335 shares of Equity Residential worth $1.26M as of Q1 2026.
  • Cascade Financial Partners bought 4,821 Equity Residential shares in Q1 2026, an estimated $297K.
  • Equity Residential made up 0.13% of Cascade Financial Partners's portfolio in Q1 2026, its #106 holding.
  • Cascade Financial Partners first reported a position in Equity Residential in Q4 2024 and has held it in 6 quarters since.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.