IHWM
EQR icon

Iron Horse Wealth Management’s Equity Residential EQR Stock Holding History

Iron Horse Wealth 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
2025
Q2 		$5.6K Hold
83
– – ﹤0.01% 363
2025
Q1 		$5.94K Buy
+83
New +$5.86K ﹤0.01% 336

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iron Horse Wealth Management's EQR Position: Q2 2025 in Review

Iron Horse Wealth Management held its Equity Residential (EQR) position steady in Q2 2025 at 83 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Iron Horse Wealth Management first reported a position in EQR in Q1 2025 and has held it in 2 quarters since. The position peaked at $5.94K in Q1 2025. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • Iron Horse Wealth Management held 83 shares of Equity Residential worth $5.6K as of Q2 2025.
  • Iron Horse Wealth Management left its Equity Residential share count unchanged in Q2 2025.
  • Equity Residential made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #363 holding.
  • Iron Horse Wealth Management first reported a position in Equity Residential in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Equity Residential position peaked at $5.94K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.