Fiduciary Group’s Equity Residential EQR Stock Holding History

Fiduciary Group’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	$458K	Sell	7,737 -65	-0.8%	-$4.01K	0.04%	220
2025 Q4	$492K	Hold	7,802	–	–	0.04%	209
2025 Q3	$505K	Sell	7,802 -300	-4%	-$19.6K	0.04%	204
2025 Q2	$547K	Hold	8,102	–	–	0.05%	190
2025 Q1	$580K	Sell	8,102 -289	-3%	-$20.4K	0.06%	180
2024 Q4	$602K	Sell	8,391 -56	-0.7%	-$4.11K	0.06%	179
2024 Q3	$629K	Hold	8,447	–	–	0.06%	177
2024 Q2	$586K	Hold	8,447	–	–	0.06%	177
2024 Q1	$533K	Hold	8,447	–	–	0.06%	183
2023 Q4	$517K	Sell	8,447 -413	-5%	-$23.9K	0.06%	175
2023 Q3	$520K	Hold	8,860	–	–	0.07%	159
2023 Q2	$584K	Hold	8,860	–	–	0.07%	148
2023 Q1	$532K	Hold	8,860	–	–	0.07%	152
2022 Q4	$523K	Hold	8,860	–	–	0.07%	154
2022 Q3	$567K	Hold	8,860	–	–	0.07%	147
2022 Q2	$697K	Hold	8,860	–	–	0.09%	136
2022 Q1	$654K	Hold	8,860	–	–	0.09%	131
2021 Q4	$802K	Hold	8,860	–	–	0.09%	125
2021 Q3	$762K	Sell	8,860 -15	-0.2%	-$1.24K	0.09%	128
2021 Q2	$746K	Sell	8,875 -75	-0.8%	-$5.67K	0.09%	130
2021 Q1	$664K	Sell	8,950 -100	-1%	-$6.62K	0.08%	137
2020 Q4	$613K	Hold	9,050	–	–	0.08%	138
2020 Q3	$465K	Hold	9,050	–	–	0.07%	142
2020 Q2	$532K	Hold	9,050	–	–	0.09%	129
2020 Q1	$558K	Hold	9,050	–	–	0.11%	114
2019 Q4	$732K	Hold	9,050	–	–	0.12%	108
2019 Q3	$781K	Hold	9,050	–	–	0.14%	98
2019 Q2	$687K	Hold	9,050	–	–	0.12%	109
2019 Q1	$682K	Hold	9,050	–	–	0.13%	108
2018 Q4	$597K	Sell	9,050 -735	-8%	-$49.4K	0.12%	107
2018 Q3	$648K	Hold	9,785	–	–	0.13%	106
2018 Q2	$623K	Sell	9,785 -200	-2%	-$12.5K	0.13%	106
2018 Q1	$615K	Sell	9,985 -725	-7%	-$43K	0.13%	107
2017 Q4	$683K	Sell	10,710 -300	-3%	-$20K	0.15%	105
2017 Q3	$726K	Sell	11,010 -160	-1%	-$10.7K	0.16%	104
2017 Q2	$735K	Hold	11,170	–	–	0.17%	103
2017 Q1	$695K	Hold	11,170	–	–	0.16%	107
2016 Q4	$719K	Hold	11,170	–	–	0.19%	104
2016 Q3	$719K	Sell	11,170 -600	-5%	-$40K	0.19%	103
2016 Q2	$811K	Hold	11,770	–	–	0.23%	93
2016 Q1	$883K	Sell	11,770 -155	-1%	-$11.6K	0.26%	90
2015 Q4	$973K	Sell	11,925 -1,700	-12%	-$134K	0.29%	87
2015 Q3	$1.02M	Hold	13,625	–	–	0.34%	88
2015 Q2	$956K	Buy	+13,625	New	+$1.01M	0.3%	100

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

Fiduciary Group's EQR Position: Q1 2026 in Review

Fiduciary Group reduced its Equity Residential (EQR) stake by 0.83% in Q1 2026, selling an estimated $4.01K and leaving 7,737 shares worth $458K. The position accounts for 0.04% of the portfolio, ranked #220.

Fiduciary Group first reported a position in EQR in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.02M in Q3 2015. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Fiduciary Group held 7,737 shares of Equity Residential worth $458K as of Q1 2026.
Fiduciary Group sold 65 Equity Residential shares in Q1 2026, an estimated $4.01K.
Equity Residential made up 0.04% of Fiduciary Group's portfolio in Q1 2026, its #220 holding.
Fiduciary Group first reported a position in Equity Residential in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Equity Residential position peaked at $1.02M in Q3 2015.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.