GM
EQR icon

GeoWealth Management’s Equity Residential EQR Stock Holding History

GeoWealth Management’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 		$826K Buy
13,961
+1,058
+8% +$65.3K 0.03% 346
2025
Q4 		$813K Buy
12,903
+744
+6% +$45.6K 0.03% 329
2025
Q3 		$787K Buy
12,159
+2,201
+22% +$144K 0.03% 354
2025
Q2 		$672K Buy
9,958
+294
+3% +$20.2K 0.03% 343
2025
Q1 		$692K Sell
9,664
-389
-4% -$27.5K 0.03% 357
2024
Q4 		$721K Buy
10,053
+1,335
+15% +$98.1K 0.02% 386
2024
Q3 		$649K Sell
8,718
-37
-0.4% -$2.67K 0.02% 412
2024
Q2 		$607K Buy
8,755
+4,822
+123% +$314K 0.03% 379
2024
Q1 		$248K Sell
3,933
-7,754
-66% -$472K 0.01% 622
2023
Q4 		$715K Buy
+11,687
New +$676K 0.06% 263

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

GeoWealth Management's EQR Position: Q1 2026 in Review

GeoWealth Management increased its Equity Residential (EQR) stake by 8.2% in Q1 2026, buying an estimated $65.3K and bringing the position to 13,961 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #346.

GeoWealth Management first reported a position in EQR in Q4 2023 and has held it in 10 quarters since. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • GeoWealth Management held 13,961 shares of Equity Residential worth $826K as of Q1 2026.
  • GeoWealth Management bought 1,058 Equity Residential shares in Q1 2026, an estimated $65.3K.
  • Equity Residential made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #346 holding.
  • GeoWealth Management first reported a position in Equity Residential in Q4 2023 and has held it in 10 quarters since.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.