HGI Capital Management’s Equity Residential EQR Stock Holding History

HGI Capital 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
2020 Q3	–	Sell	-60,000	Closed	-$3.53M	–	61
2020 Q2	$3.53M	Buy	+60,000	New	+$3.72M	2.18%	20
2018 Q3	–	Sell	-230,100	Closed	-$14.7M	–	60
2018 Q2	$14.7M	Sell	230,100 -29,900	-12%	-$1.86M	6.25%	3
2018 Q1	$16M	Buy	260,000 +160,000	+160%	+$9.5M	8.57%	4
2017 Q4	$6.38M	Buy	100,000 +40,000	+67%	+$2.67M	4.06%	4
2017 Q3	$3.96M	Buy	+60,000	New	+$4.02M	3.77%	12

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HGI Capital Management's EQR Position: Q3 2025 in Review

HGI Capital Management reduced its Equity Residential (EQR) stake by 58% in Q3 2025, selling an estimated $2.23M and leaving 25,128 shares worth $1.63M. The position accounts for 4.47% of the portfolio, ranked #13.

HGI Capital Management first reported a position in EQR in Q3 2016 and has held it in 28 quarters since. The position peaked at $17.1M in Q3 2022. 688 funds tracked by Wall St. Rank hold EQR as of Q3 2025.

HGI Capital Management held 25,128 shares of Equity Residential worth $1.63M as of Q3 2025.
HGI Capital Management sold 34,126 Equity Residential shares in Q3 2025, an estimated $2.23M.
Equity Residential made up 4.47% of HGI Capital Management's portfolio in Q3 2025, its #13 holding.
HGI Capital Management first reported a position in Equity Residential in Q3 2016 and has held it in 28 quarters since.
HGI Capital Management's Equity Residential position peaked at $17.1M in Q3 2022.
688 funds tracked by Wall St. Rank held Equity Residential as of Q3 2025.

Based on HGI Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.