Haverford Trust Company’s Equity Residential EQR Stock Holding History

Haverford Trust Company’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	$247K	Sell	4,171 -10	-0.2%	-$617	﹤0.01%	391
2025 Q4	$264K	Buy	4,181 +10	+0.2%	+$613	﹤0.01%	372
2025 Q3	$270K	Sell	4,171 -155	-4%	-$10.1K	﹤0.01%	366
2025 Q2	$292K	Buy	4,326 +135	+3%	+$9.28K	﹤0.01%	360
2025 Q1	$300K	Hold	4,191	–	–	﹤0.01%	351
2024 Q4	$301K	Sell	4,191 -135	-3%	-$9.92K	﹤0.01%	349
2024 Q3	$322K	Sell	4,326 -7,136	-62%	-$515K	﹤0.01%	358
2024 Q2	$795K	Buy	+11,462	New	+$746K	0.01%	245
2016 Q1	–	Sell	-3,122	Closed	-$255K	–	240
2015 Q4	$255K	Hold	3,122	–	–	0.01%	213
2015 Q3	$235K	Buy	+3,122	New	+$230K	0.01%	203

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

Haverford Trust Company's EQR Position: Q1 2026 in Review

Haverford Trust Company reduced its Equity Residential (EQR) stake by 0.24% in Q1 2026, selling an estimated $617 and leaving 4,171 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Haverford Trust Company first reported a position in EQR in Q3 2015 and has held it in 10 quarters since. The position peaked at $795K in Q2 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Haverford Trust Company held 4,171 shares of Equity Residential worth $247K as of Q1 2026.
Haverford Trust Company sold 10 Equity Residential shares in Q1 2026, an estimated $617.
Equity Residential made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #391 holding.
Haverford Trust Company first reported a position in Equity Residential in Q3 2015 and has held it in 10 quarters since.
Haverford Trust Company's Equity Residential position peaked at $795K in Q2 2024.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.