Focus Partners Wealth
EQR icon

Focus Partners Wealth’s Equity Residential EQR Stock Holding History

Focus Partners Wealth’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 		– Sell
-6,767
Closed -$427K – 2712
2025
Q4 		$427K Buy
6,767
+196
+3% +$12K ﹤0.01% 2025
2025
Q3 		$421K Sell
6,571
-3,004
-31% -$196K ﹤0.01% 1679
2025
Q2 		$646K Buy
9,575
+916
+11% +$63K ﹤0.01% 1310
2025
Q1 		$620K Sell
8,659
-821
-9% -$58K ﹤0.01% 1244
2024
Q4 		$680K Buy
9,480
+6,585
+227% +$484K ﹤0.01% 1198
2024
Q3 		$216K Sell
2,895
-2,203
-43% -$159K ﹤0.01% 1436
2024
Q2 		$353K Buy
+5,098
New +$332K ﹤0.01% 1024

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

Focus Partners Wealth's EQR Position: Q1 2026 in Review

Focus Partners Wealth sold out of Equity Residential (EQR) in Q1 2026, closing a stake of 6,767 shares — an estimated $427K sold.

Focus Partners Wealth first reported a position in EQR in Q2 2024 and held it in 7 quarters. The position peaked at $680K in Q4 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Focus Partners Wealth reported no remaining Equity Residential position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 6,767 Equity Residential shares in Q1 2026, an estimated $427K.
  • Focus Partners Wealth first reported a position in Equity Residential in Q2 2024 and held it in 7 quarters.
  • Focus Partners Wealth's Equity Residential position peaked at $680K in Q4 2024.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.