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Insigneo Advisory Services’s Equity Residential EQR Stock Holding History

Insigneo Advisory Services’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
-3,543
Closed -$223K – 775
2025
Q4 		$223K Buy
3,543
+165
+5% +$10.1K 0.02% 617
2025
Q3 		$219K Buy
3,378
+237
+8% +$15.5K 0.02% 611
2025
Q2 		$212K Buy
3,141
+158
+5% +$10.9K 0.02% 553
2025
Q1 		$214K Buy
2,983
+12
+0.4% +$847 0.02% 507
2024
Q4 		$213K Sell
2,971
-54
-2% -$3.97K 0.02% 515
2024
Q3 		$225K Buy
+3,025
New +$218K 0.02% 524

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

Insigneo Advisory Services's EQR Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Equity Residential (EQR) in Q1 2026, closing a stake of 3,543 shares — an estimated $223K sold.

Insigneo Advisory Services first reported a position in EQR in Q3 2024 and held it in 6 quarters. The position peaked at $225K in Q3 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Insigneo Advisory Services reported no remaining Equity Residential position as of Q1 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 3,543 Equity Residential shares in Q1 2026, an estimated $223K.
  • Insigneo Advisory Services first reported a position in Equity Residential in Q3 2024 and held it in 6 quarters.
  • Insigneo Advisory Services's Equity Residential position peaked at $225K in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.