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Edgestream Partners’s Equity Residential EQR Stock Holding History

Edgestream Partners’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 		$6.81M Sell
115,094
-11,669
-9% -$720K 0.22% 138
2025
Q4 		$7.99M Buy
126,763
+99,908
+372% +$6.13M 0.22% 115
2025
Q3 		$1.74M Buy
+26,855
New +$1.76M 0.05% 559
2024
Q4 		– Sell
-35,781
Closed -$2.66M – 918
2024
Q3 		$2.66M Buy
35,781
+7,793
+28% +$563K 0.12% 316
2024
Q2 		$1.94M Buy
+27,988
New +$1.82M 0.09% 345
2024
Q1 		– Sell
-62,446
Closed -$3.82M – 870
2023
Q4 		$3.82M Buy
+62,446
New +$3.61M 0.27% 74
2023
Q3 		– Sell
-11,238
Closed -$741K – 854
2023
Q2 		$741K Buy
+11,238
New +$702K 0.07% 431
2023
Q1 		– Sell
-4,225
Closed -$249K – 580
2022
Q4 		$249K Buy
+4,225
New +$264K 0.03% 458
2021
Q3 		– Sell
-6,689
Closed -$515K – 519
2021
Q2 		$515K Buy
+6,689
New +$506K 0.03% 352
2020
Q4 		– Sell
-33,323
Closed -$1.71M – 374
2020
Q3 		$1.71M Sell
33,323
-13,968
-30% -$773K 0.11% 195
2020
Q2 		$2.78M Buy
47,291
+29,436
+165% +$1.82M 0.15% 169
2020
Q1 		$1.1M Buy
17,855
+4,918
+38% +$380K 0.1% 194
2019
Q4 		$1.05M Buy
+12,937
New +$1.1M 0.05% 227

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

Edgestream Partners's EQR Position: Q1 2026 in Review

Edgestream Partners reduced its Equity Residential (EQR) stake by 9.2% in Q1 2026, selling an estimated $720K and leaving 115,094 shares worth $6.81M. The position accounts for 0.22% of the portfolio, ranked #138.

Edgestream Partners first reported a position in EQR in Q4 2019 and has held it in 13 quarters since. The position peaked at $7.99M in Q4 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Edgestream Partners held 115,094 shares of Equity Residential worth $6.81M as of Q1 2026.
  • Edgestream Partners sold 11,669 Equity Residential shares in Q1 2026, an estimated $720K.
  • Equity Residential made up 0.22% of Edgestream Partners's portfolio in Q1 2026, its #138 holding.
  • Edgestream Partners first reported a position in Equity Residential in Q4 2019 and has held it in 13 quarters since.
  • Edgestream Partners's Equity Residential position peaked at $7.99M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.