Chevy Chase Trust
EQR icon

Chevy Chase Trust’s Equity Residential EQR Stock Holding History

Chevy Chase Trust’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 		$10.1M Sell
170,194
-6,166
-3% -$380K 0.03% 396
2025
Q4 		$11.1M Sell
176,360
-1,820
-1% -$112K 0.03% 386
2025
Q3 		$11.5M Sell
178,180
-3,258
-2% -$213K 0.03% 384
2025
Q2 		$12.2M Buy
181,438
+1,393
+0.8% +$95.7K 0.04% 369
2025
Q1 		$12.9M Buy
180,045
+62
+0% +$4.38K 0.04% 347
2024
Q4 		$12.9M Sell
179,983
-3,762
-2% -$276K 0.04% 355
2024
Q3 		$13.7M Sell
183,745
-5,338
-3% -$386K 0.04% 349
2024
Q2 		$13.1M Sell
189,083
-2,839
-1% -$185K 0.04% 336
2024
Q1 		$12.1M Sell
191,922
-1,926
-1% -$117K 0.04% 361
2023
Q4 		$11.9M Sell
193,848
-853
-0.4% -$49.4K 0.04% 344
2023
Q3 		$11.4M Sell
194,701
-2,298
-1% -$148K 0.05% 332
2023
Q2 		$13M Sell
196,999
-1,744
-0.9% -$109K 0.05% 330
2023
Q1 		$11.9M Buy
198,743
+2,295
+1% +$141K 0.05% 338
2022
Q4 		$11.6M Sell
196,448
-11,531
-6% -$722K 0.05% 341
2022
Q3 		$14M Buy
207,979
+502
+0.2% +$37.1K 0.06% 287
2022
Q2 		$15M Buy
207,477
+1,142
+0.6% +$90.6K 0.06% 284
2022
Q1 		$18.6M Buy
206,335
+850
+0.4% +$75K 0.06% 275
2021
Q4 		$18.6M Sell
205,485
-4,556
-2% -$392K 0.06% 286
2021
Q3 		$17M Sell
210,041
-10,036
-5% -$829K 0.06% 290
2021
Q2 		$16.9M Sell
220,077
-10,846
-5% -$820K 0.06% 297
2021
Q1 		$16.5M Sell
230,923
-16,427
-7% -$1.09M 0.06% 300
2020
Q4 		$14.7M Sell
247,350
-7,786
-3% -$440K 0.05% 315
2020
Q3 		$13.1M Sell
255,136
-27,565
-10% -$1.52M 0.05% 315
2020
Q2 		$16.6M Sell
282,701
-15,251
-5% -$945K 0.07% 271
2020
Q1 		$18.4M Buy
297,952
+5,194
+2% +$401K 0.09% 217
2019
Q4 		$23.7M Buy
292,758
+183
+0.1% +$15.6K 0.09% 225
2019
Q3 		$25.2M Sell
292,575
-18,130
-6% -$1.48M 0.1% 213
2019
Q2 		$23.6M Buy
310,705
+756
+0.2% +$57.7K 0.1% 220
2019
Q1 		$23.7M Buy
309,949
+5,350
+2% +$385K 0.1% 219
2018
Q4 		$20.1M Buy
304,599
+840
+0.3% +$56.4K 0.1% 207
2018
Q3 		$20.1M Sell
303,759
-7,417
-2% -$491K 0.08% 246
2018
Q2 		$19.8M Sell
311,176
-1,409
-0.5% -$87.8K 0.09% 244
2018
Q1 		$19.3M Sell
312,585
-7,230
-2% -$429K 0.09% 248
2017
Q4 		$20.4M Sell
319,815
-2,013
-0.6% -$134K 0.09% 253
2017
Q3 		$21.2M Buy
321,828
+4,057
+1% +$272K 0.1% 241
2017
Q2 		$20.9M Sell
317,771
-358
-0.1% -$23.4K 0.1% 239
2017
Q1 		$19.8M Buy
318,129
+10,709
+3% +$670K 0.1% 243
2016
Q4 		$19.8M Sell
307,420
-75,082
-20% -$4.61M 0.1% 223
2016
Q3 		$24.6M Buy
382,502
+68,800
+22% +$4.59M 0.13% 183
2016
Q2 		$21.6M Buy
313,702
+4,134
+1% +$284K 0.12% 203
2016
Q1 		$23.2M Buy
309,568
+8,635
+3% +$646K 0.13% 176
2015
Q4 		$24.6M Buy
300,933
+2,177
+0.7% +$172K 0.14% 162
2015
Q3 		$22.4M Buy
298,756
+9,642
+3% +$709K 0.14% 171
2015
Q2 		$20.3M Buy
289,114
+3,841
+1% +$285K 0.12% 205
2015
Q1 		$22.2M Buy
285,273
+10,932
+4% +$854K 0.13% 191
2014
Q4 		$19.7M Sell
274,341
-2,089
-0.8% -$145K 0.12% 196
2014
Q3 		$17M Buy
276,430
+35,307
+15% +$2.28M 0.11% 213
2014
Q2 		$15.2M Sell
241,123
-4,086
-2% -$248K 0.11% 219
2014
Q1 		$14.2M Sell
245,209
-177
-0.1% -$9.98K 0.1% 226
2013
Q4 		$12.7M Buy
245,386
+4,101
+2% +$216K 0.09% 240
2013
Q3 		$12.9M Buy
241,285
+15,912
+7% +$877K 0.11% 221
2013
Q2 		$13.1M Buy
+225,373
New +$12.9M 0.11% 209

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

Chevy Chase Trust's EQR Position: Q1 2026 in Review

Chevy Chase Trust reduced its Equity Residential (EQR) stake by 3.5% in Q1 2026, selling an estimated $380K and leaving 170,194 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #396.

Chevy Chase Trust first reported a position in EQR in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.2M in Q3 2019. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Chevy Chase Trust held 170,194 shares of Equity Residential worth $10.1M as of Q1 2026.
  • Chevy Chase Trust sold 6,166 Equity Residential shares in Q1 2026, an estimated $380K.
  • Equity Residential made up 0.03% of Chevy Chase Trust's portfolio in Q1 2026, its #396 holding.
  • Chevy Chase Trust first reported a position in Equity Residential in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Equity Residential position peaked at $25.2M in Q3 2019.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.