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Coldstream Capital Management’s Equity Residential EQR Stock Holding History

Coldstream Capital Management’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 		– Sell
-3,250
Closed -$205K – 1220
2025
Q4 		$205K Sell
3,250
-61,086
-95% -$3.75M ﹤0.01% 1093
2025
Q3 		$4.16M Buy
64,336
+2,009
+3% +$131K 0.06% 170
2025
Q2 		$4.21M Sell
62,327
-777
-1% -$53.4K 0.07% 158
2025
Q1 		$4.52M Buy
63,104
+547
+0.9% +$38.6K 0.1% 129
2024
Q4 		$4.49M Buy
62,557
+1,019
+2% +$74.9K 0.1% 133
2024
Q3 		$4.58M Buy
61,538
+58,188
+1,737% +$4.2M 0.1% 129
2024
Q2 		$232K Buy
+3,350
New +$218K 0.01% 875
2024
Q1 		– Sell
-3,459
Closed -$212K – 1008
2023
Q4 		$212K Buy
+3,459
New +$200K 0.01% 872
2023
Q3 		– Sell
-3,296
Closed -$217K – 815
2023
Q2 		$217K Buy
+3,296
New +$206K 0.01% 760
2022
Q2 		$220K Buy
3,050
+410
+16% +$32.5K 0.01% 696
2022
Q1 		$237K Sell
2,640
-19
-0.7% -$1.68K 0.01% 675
2021
Q4 		$241K Buy
+2,659
New +$229K 0.01% 710

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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

Coldstream Capital Management's EQR Position: Q1 2026 in Review

Coldstream Capital Management sold out of Equity Residential (EQR) in Q1 2026, closing a stake of 3,250 shares — an estimated $205K sold.

Coldstream Capital Management first reported a position in EQR in Q4 2021 and held it in 12 quarters. The position peaked at $4.58M in Q3 2024. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Coldstream Capital Management reported no remaining Equity Residential position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 3,250 Equity Residential shares in Q1 2026, an estimated $205K.
  • Coldstream Capital Management first reported a position in Equity Residential in Q4 2021 and held it in 12 quarters.
  • Coldstream Capital Management's Equity Residential position peaked at $4.58M in Q3 2024.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.