Frank Rimerman Advisors’s Equity Residential EQR Stock Holding History

Frank Rimerman Advisors’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	$295K	Buy	4,990 +201	+4%	+$12.4K	0.02%	506
2025 Q4	$302K	Sell	4,789 -28	-0.6%	-$1.72K	0.02%	506
2025 Q3	$312K	Buy	4,817 +14	+0.3%	+$915	0.02%	476
2025 Q2	$324K	Sell	4,803 -871	-15%	-$59.9K	0.02%	438
2025 Q1	$406K	Buy	5,674 +70	+1%	+$4.94K	0.03%	353
2024 Q4	$402K	Buy	5,604 +218	+4%	+$16K	0.03%	352
2024 Q3	$401K	Buy	5,386 +2	+0%	+$144	0.03%	369
2024 Q2	$373K	Buy	5,384 +1,366	+34%	+$88.9K	0.03%	407
2024 Q1	$254K	Hold	4,018	–	–	0.05%	100
2023 Q4	$246K	Hold	4,018	–	–	0.05%	96
2023 Q3	$236K	Hold	4,018	–	–	0.06%	91
2023 Q2	$265K	Hold	4,018	–	–	0.06%	90
2023 Q1	$241K	Hold	4,018	–	–	0.07%	93
2022 Q4	$237K	Hold	4,018	–	–	0.07%	84
2022 Q3	$270K	Hold	4,018	–	–	0.1%	70
2022 Q2	$290K	Hold	4,018	–	–	0.11%	64
2022 Q1	$361K	Hold	4,018	–	–	0.12%	95
2021 Q4	$364K	Hold	4,018	–	–	0.12%	88
2021 Q3	$325K	Sell	4,018 -24	-0.6%	-$1.98K	0.13%	82
2021 Q2	$311K	Hold	4,042	–	–	0.12%	66
2021 Q1	$290K	Hold	4,042	–	–	0.13%	69
2020 Q4	$240K	Buy	+4,042	New	+$228K	0.11%	82

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

Frank Rimerman Advisors's EQR Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Equity Residential (EQR) stake by 4.2% in Q1 2026, buying an estimated $12.4K and bringing the position to 4,990 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #506.

Frank Rimerman Advisors first reported a position in EQR in Q4 2020 and has held it in 22 quarters since. The position peaked at $406K in Q1 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Frank Rimerman Advisors held 4,990 shares of Equity Residential worth $295K as of Q1 2026.
Frank Rimerman Advisors bought 201 Equity Residential shares in Q1 2026, an estimated $12.4K.
Equity Residential made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #506 holding.
Frank Rimerman Advisors first reported a position in Equity Residential in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's Equity Residential position peaked at $406K in Q1 2025.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.