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IRON Financial’s Equity Residential EQR Stock Holding History

IRON Financial’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
Q2 		$272K Buy
4,008
+264
+7% +$17.1K 0.11% 118
2026
Q1 		$221K Buy
+3,744
New +$231K 0.1% 129
2024
Q3 		– Sell
-10,886
Closed -$755K – 114
2024
Q2 		$755K Buy
10,886
+106
+1% +$6.9K 0.42% 49
2024
Q1 		$680K Buy
+10,780
New +$656K 0.38% 54

Other funds holding EQR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

IRON Financial's EQR Position: Q2 2026 in Review

IRON Financial increased its Equity Residential (EQR) stake by 7.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 4,008 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #118.

IRON Financial first reported a position in EQR in Q1 2024 and has held it in 4 quarters since. The position peaked at $755K in Q2 2024. 240 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • IRON Financial held 4,008 shares of Equity Residential worth $272K as of Q2 2026.
  • IRON Financial bought 264 Equity Residential shares in Q2 2026, an estimated $17.1K.
  • Equity Residential made up 0.11% of IRON Financial's portfolio in Q2 2026, its #118 holding.
  • IRON Financial first reported a position in Equity Residential in Q1 2024 and has held it in 4 quarters since.
  • IRON Financial's Equity Residential position peaked at $755K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.