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Compass Financial Management’s Equity Residential EQR Stock Holding History

Compass Financial 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
Q2 		$136 Buy
+2
New +$130 ﹤0.01% 1498

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Compass Financial Management's EQR Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 2 shares of Equity Residential worth $136 as of Q2 2026.
  • Equity Residential was a new Compass Financial Management position in Q2 2026.
  • Equity Residential made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1498 holding.
  • 665 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.