Elevation Wealth Partners’s Equity Residential EQR Stock Holding History

Elevation Wealth 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 Q2	$121K	Buy	1,774 +20	+1%	+$1.29K	0.04%	174
2026 Q1	$104K	Buy	1,754 +46	+3%	+$2.84K	0.04%	163
2025 Q4	$108K	Buy	1,708 +19	+1%	+$1.17K	0.04%	164
2025 Q3	$109K	Hold	1,689	–	–	0.04%	164
2025 Q2	$114K	Hold	1,689	–	–	0.05%	161
2025 Q1	$121K	Hold	1,689	–	–	0.05%	146
2024 Q4	$121K	Hold	1,689	–	–	0.05%	147
2024 Q3	$126K	Hold	1,689	–	–	0.05%	143
2024 Q2	$117K	Hold	1,689	–	–	0.06%	142
2024 Q1	$107K	Buy	+1,689	New	+$103K	0.05%	153

Other funds holding EQR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Elevation Wealth Partners's EQR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Equity Residential (EQR) stake by 1.1% in Q2 2026, buying an estimated $1.29K and bringing the position to 1,774 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #174.

Elevation Wealth Partners first reported a position in EQR in Q1 2024 and has held it in 10 quarters since. The position peaked at $126K in Q3 2024. 224 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Elevation Wealth Partners held 1,774 shares of Equity Residential worth $121K as of Q2 2026.
Elevation Wealth Partners bought 20 Equity Residential shares in Q2 2026, an estimated $1.29K.
Equity Residential made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #174 holding.
Elevation Wealth Partners first reported a position in Equity Residential in Q1 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Equity Residential position peaked at $126K in Q3 2024.
224 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.