COMPASS FINANCIAL MANAGEMENT LLC’s Equity Residential EQR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$136	Buy	+2	New	+$130	﹤0.01%	1498

Other funds holding EQR

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

Norges Bank Oslo, Norway $1T AUM

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's EQR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Equity Residential (EQR) in Q2 2026: 2 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings.

476 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2 shares of Equity Residential worth $136 as of Q2 2026.
Equity Residential was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Equity Residential made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1498 holding.
476 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.