Kestra Advisory Services’s Equity Residential EQR Stock Holding History

Kestra 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	$263K	Sell	4,450 -1,023	-19%	-$63.1K	﹤0.01%	2742
2025 Q4	$345K	Sell	5,473 -1,100	-17%	-$67.5K	﹤0.01%	2426
2025 Q3	$425K	Buy	6,573 +251	+4%	+$16.4K	﹤0.01%	2171
2025 Q2	$427K	Sell	6,322 -210	-3%	-$14.4K	﹤0.01%	2081
2025 Q1	$468K	Buy	6,532 +33	+0.5%	+$2.33K	﹤0.01%	1856
2024 Q4	$466K	Buy	+6,499	New	+$477K	﹤0.01%	1923
2024 Q3	–	Sell	-5,740	Closed	-$398K	–	2609
2024 Q2	$398K	Buy	5,740 +373	+7%	+$24.3K	﹤0.01%	1929
2024 Q1	$342K	Buy	+5,367	New	+$327K	﹤0.01%	1911

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

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

Kestra Advisory Services reduced its Equity Residential (EQR) stake by 19% in Q1 2026, selling an estimated $63.1K and leaving 4,450 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Kestra Advisory Services first reported a position in EQR in Q1 2024 and has held it in 8 quarters since. The position peaked at $468K in Q1 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Kestra Advisory Services held 4,450 shares of Equity Residential worth $263K as of Q1 2026.
Kestra Advisory Services sold 1,023 Equity Residential shares in Q1 2026, an estimated $63.1K.
Equity Residential made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2742 holding.
Kestra Advisory Services first reported a position in Equity Residential in Q1 2024 and has held it in 8 quarters since.
Kestra Advisory Services's Equity Residential position peaked at $468K in Q1 2025.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.