Checchi Capital Advisers’s Equity Residential EQR Stock Holding History

Checchi Capital Advisers’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 Q2	$263K	Sell	3,869 -129	-3%	-$8.35K	0.01%	524
2026 Q1	$237K	Buy	3,998 +230	+6%	+$14.2K	0.01%	536
2025 Q4	$238K	Sell	3,768 -556	-13%	-$34.1K	0.01%	486
2025 Q3	$280K	Buy	4,324 +3	+0.1%	+$196	0.01%	457
2025 Q2	$292K	Sell	4,321 -519	-11%	-$35.7K	0.02%	461
2025 Q1	$346K	Buy	4,840 +1,341	+38%	+$94.7K	0.02%	423
2024 Q4	$251K	Buy	3,499 +6	+0.2%	+$441	0.01%	484
2024 Q3	$260K	Sell	3,493 -29	-0.8%	-$2.09K	0.01%	480
2024 Q2	$244K	Buy	3,522 +153	+5%	+$9.96K	0.01%	487
2024 Q1	$213K	Buy	+3,369	New	+$205K	0.02%	530
2023 Q4	–	Sell	-3,674	Closed	-$216K	–	560
2023 Q3	$216K	Sell	3,674 -380	-9%	-$24.6K	0.02%	482
2023 Q2	$267K	Buy	4,054 +101	+3%	+$6.31K	0.02%	463
2023 Q1	$237K	Buy	+3,953	New	+$243K	0.02%	484
2022 Q4	–	Sell	-4,400	Closed	-$296K	–	559
2022 Q3	$296K	Buy	4,400 +158	+4%	+$11.7K	0.03%	393
2022 Q2	$333K	Buy	4,242 +389	+10%	+$30.9K	0.03%	394
2022 Q1	$346K	Buy	3,853 +429	+13%	+$37.9K	0.03%	361
2021 Q4	$310K	Buy	3,424 +117	+4%	+$10.1K	0.03%	377
2021 Q3	$268K	Buy	3,307 +316	+11%	+$26.1K	0.03%	400
2021 Q2	$230K	Buy	+2,991	New	+$226K	0.02%	464
2019 Q4	–	Sell	-2,374	Closed	-$205K	–	455
2019 Q3	$205K	Buy	+2,374	New	+$194K	0.03%	390
2016 Q3	–	Sell	-3,589	Closed	-$247K	–	655
2016 Q2	$247K	Buy	3,589 +670	+23%	+$46.1K	0.03%	283
2016 Q1	$219K	Sell	2,919 -324	-10%	-$24.2K	0.05%	312
2015 Q4	$265K	Buy	3,243 +559	+21%	+$44.1K	0.07%	265
2015 Q3	$202K	Buy	+2,684	New	+$197K	0.05%	312
2015 Q2	–	Sell	-3,012	Closed	-$235K	–	373
2015 Q1	$235K	Buy	+3,012	New	+$235K	0.07%	286

Other funds holding EQR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Checchi Capital Advisers's EQR Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Equity Residential (EQR) stake by 3.2% in Q2 2026, selling an estimated $8.35K and leaving 3,869 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #524.

Checchi Capital Advisers first reported a position in EQR in Q1 2015 and has held it in 25 quarters since. The position peaked at $346K in Q1 2025. 347 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Checchi Capital Advisers held 3,869 shares of Equity Residential worth $263K as of Q2 2026.
Checchi Capital Advisers sold 129 Equity Residential shares in Q2 2026, an estimated $8.35K.
Equity Residential made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #524 holding.
Checchi Capital Advisers first reported a position in Equity Residential in Q1 2015 and has held it in 25 quarters since.
Checchi Capital Advisers's Equity Residential position peaked at $346K in Q1 2025.
347 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.