Delta Asset Management’s Equity Residential EQR Stock Holding History

Delta Asset 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	$71K	Hold	1,200	–	–	0.01%	236
2025 Q4	$75.6K	Hold	1,200	–	–	0.01%	222
2025 Q3	$77.7K	Hold	1,200	–	–	0.01%	223
2025 Q2	$81K	Hold	1,200	–	–	0.01%	214
2025 Q1	$85.9K	Sell	1,200 -30	-2%	-$2.12K	0.01%	200
2024 Q4	$88.3K	Hold	1,230	–	–	0.01%	208
2024 Q3	$91.6K	Sell	1,230 -50	-4%	-$3.61K	0.01%	204
2024 Q2	$88.8K	Hold	1,280	–	–	0.01%	200
2024 Q1	$80.8K	Hold	1,280	–	–	0.01%	216
2023 Q4	$78.3K	Hold	1,280	–	–	0.01%	216
2023 Q3	$75.1K	Sell	1,280 -50	-4%	-$3.23K	0.01%	208
2023 Q2	$87.7K	Hold	1,330	–	–	0.01%	201
2023 Q1	$79.8K	Sell	1,330 -75	-5%	-$4.61K	0.01%	199
2022 Q4	$82.9K	Buy	+1,405	New	+$87.9K	0.01%	189
2022 Q1	–	Sell	-1,405	Closed	-$127K	–	274
2021 Q4	$127K	Hold	1,405	–	–	0.01%	160
2021 Q3	$114K	Sell	1,405 -100	-7%	-$8.26K	0.01%	164
2021 Q2	$116K	Sell	1,505 -250	-14%	-$18.9K	0.01%	163
2021 Q1	$126K	Hold	1,755	–	–	0.01%	152
2020 Q4	$104K	Hold	1,755	–	–	0.01%	159
2020 Q3	$90K	Hold	1,755	–	–	0.01%	156
2020 Q2	$103K	Hold	1,755	–	–	0.01%	147
2020 Q1	$108K	Hold	1,755	–	–	0.02%	144
2019 Q4	$142K	Sell	1,755 -357	-17%	-$30.4K	0.02%	148
2019 Q3	$182K	Hold	2,112	–	–	0.02%	135
2019 Q2	$160K	Hold	2,112	–	–	0.02%	135
2019 Q1	$159K	Hold	2,112	–	–	0.02%	132
2018 Q4	$139K	Hold	2,112	–	–	0.02%	143
2018 Q3	$140K	Hold	2,112	–	–	0.02%	158
2018 Q2	$135K	Hold	2,112	–	–	0.02%	152
2018 Q1	$130K	Buy	2,112 +175	+9%	+$10.4K	0.02%	151
2017 Q4	$124K	Hold	1,937	–	–	0.02%	152
2017 Q3	$128K	Sell	1,937 -75	-4%	-$5.02K	0.02%	136
2017 Q2	$132K	Hold	2,012	–	–	0.02%	136
2017 Q1	$125K	Buy	2,012 +57	+3%	+$3.56K	0.02%	138
2016 Q4	$126K	Hold	1,955	–	–	0.02%	137
2016 Q3	$126K	Hold	1,955	–	–	0.02%	139
2016 Q2	$135K	Hold	1,955	–	–	0.02%	131
2016 Q1	$147K	Hold	1,955	–	–	0.03%	122
2015 Q4	$160K	Hold	1,955	–	–	0.03%	117
2015 Q3	$147K	Hold	1,955	–	–	0.03%	119
2015 Q2	$137K	Sell	1,955 -150	-7%	-$11.1K	0.03%	130
2015 Q1	$164K	Sell	2,105 -300	-12%	-$23.4K	0.03%	119
2014 Q4	$173K	Hold	2,405	–	–	0.03%	114
2014 Q3	$148K	Hold	2,405	–	–	0.03%	122
2014 Q2	$152K	Hold	2,405	–	–	0.03%	119
2014 Q1	$139K	Hold	2,405	–	–	0.03%	126
2013 Q4	$125K	Buy	2,405 +475	+25%	+$25K	0.03%	139
2013 Q3	$103K	Hold	1,930	–	–	0.03%	146
2013 Q2	$112K	Buy	+1,930	New	+$111K	0.03%	139

Other funds holding EQR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Delta Asset Management's EQR Position: Q1 2026 in Review

Delta Asset Management held its Equity Residential (EQR) position steady in Q1 2026 at 1,200 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #236.

Delta Asset Management first reported a position in EQR in Q2 2013 and has held it in 49 quarters since. The position peaked at $182K in Q3 2019. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Delta Asset Management held 1,200 shares of Equity Residential worth $71K as of Q1 2026.
Delta Asset Management left its Equity Residential share count unchanged in Q1 2026.
Equity Residential made up 0.01% of Delta Asset Management's portfolio in Q1 2026, its #236 holding.
Delta Asset Management first reported a position in Equity Residential in Q2 2013 and has held it in 49 quarters since.
Delta Asset Management's Equity Residential position peaked at $182K in Q3 2019.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.