Corient Private Wealth
EQR icon

Corient Private Wealth’s Equity Residential EQR Stock Holding History

Corient Private Wealth’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 		$4.96M Sell
84,613
-92,495
-52% -$5.71M 0.01% 845
2025
Q4 		$11.1M Buy
177,108
+93,347
+111% +$5.73M 0.01% 742
2025
Q3 		$5.42M Sell
83,761
-3,463
-4% -$226K 0.01% 682
2025
Q2 		$5.89M Sell
87,224
-2,109
-2% -$145K 0.01% 657
2025
Q1 		$6.4M Sell
89,333
-9
-0% -$636 0.01% 619
2024
Q4 		$6.41M Sell
89,342
-3,437
-4% -$252K 0.01% 634
2024
Q3 		$6.91M Buy
92,779
+629
+0.7% +$45.4K 0.01% 663
2024
Q2 		$6.39M Buy
92,150
+3,002
+3% +$195K 0.01% 640
2024
Q1 		$5.63M Sell
89,148
-4,644
-5% -$283K 0.01% 683
2023
Q4 		$5.74M Sell
93,792
-2,504
-3% -$145K 0.01% 667
2023
Q3 		$5.65M Sell
96,296
-9,084
-9% -$587K 0.01% 614
2023
Q2 		$6.95M Buy
105,380
+4,791
+5% +$299K 0.02% 542
2023
Q1 		$6.03M Sell
100,589
-1,845
-2% -$113K 0.02% 542
2022
Q4 		$6.01M Buy
+102,434
New +$6.41M 0.02% 457

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

Corient Private Wealth's EQR Position: Q1 2026 in Review

Corient Private Wealth reduced its Equity Residential (EQR) stake by 52% in Q1 2026, selling an estimated $5.71M and leaving 84,613 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #845.

Corient Private Wealth first reported a position in EQR in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q4 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Corient Private Wealth held 84,613 shares of Equity Residential worth $4.96M as of Q1 2026.
  • Corient Private Wealth sold 92,495 Equity Residential shares in Q1 2026, an estimated $5.71M.
  • Equity Residential made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #845 holding.
  • Corient Private Wealth first reported a position in Equity Residential in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Equity Residential position peaked at $11.1M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.