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Financial Consulate’s Equity Residential EQR Stock Holding History

Financial Consulate’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 		$1.84K Buy
+31
New +$1.91K ﹤0.01% 996
2025
Q4 		– Sell
-8
Closed -$518 – 1383
2025
Q3 		$518 Buy
+8
New +$523 ﹤0.01% 986

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

Financial Consulate's EQR Position: Q1 2026 in Review

Financial Consulate opened a new position in Equity Residential (EQR) in Q1 2026: 31 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Financial Consulate previously reported a position in EQR as recently as Q3 2025.

Financial Consulate first reported a position in EQR in Q3 2025 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Financial Consulate held 31 shares of Equity Residential worth $1.84K as of Q1 2026.
  • Equity Residential was a new Financial Consulate position in Q1 2026.
  • Equity Residential made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #996 holding.
  • Financial Consulate first reported a position in Equity Residential in Q3 2025 and has held it in 2 quarters since.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.