Kestra Private Wealth Services’s Equity Residential EQR Stock Holding History

Kestra Private Wealth 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	$311K	Buy	5,251 +424	+9%	+$26.2K	﹤0.01%	1441
2025 Q4	$304K	Sell	4,827 -1,178	-20%	-$72.3K	﹤0.01%	1413
2025 Q3	$389K	Sell	6,005 -967	-14%	-$63.2K	0.01%	1226
2025 Q2	$471K	Sell	6,972 -1,893	-21%	-$130K	0.01%	1062
2025 Q1	$635K	Buy	+8,865	New	+$626K	0.01%	853
2024 Q2	–	Sell	-5,155	Closed	-$329K	–	1367
2024 Q1	$329K	Buy	+5,155	New	+$314K	0.01%	975
2023 Q4	–	Sell	-3,590	Closed	-$213K	–	1242
2023 Q3	$213K	Buy	+3,590	New	+$232K	0.01%	1008

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 Private Wealth Services's EQR Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Equity Residential (EQR) stake by 8.8% in Q1 2026, buying an estimated $26.2K and bringing the position to 5,251 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Kestra Private Wealth Services first reported a position in EQR in Q3 2023 and has held it in 7 quarters since. The position peaked at $635K in Q1 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Kestra Private Wealth Services held 5,251 shares of Equity Residential worth $311K as of Q1 2026.
Kestra Private Wealth Services bought 424 Equity Residential shares in Q1 2026, an estimated $26.2K.
Equity Residential made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1441 holding.
Kestra Private Wealth Services first reported a position in Equity Residential in Q3 2023 and has held it in 7 quarters since.
Kestra Private Wealth Services's Equity Residential position peaked at $635K in Q1 2025.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.