KA
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Klingman & Associates’s Equity Residential EQR Stock Holding History

Klingman & Associates’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 		$251K Buy
4,242
+60
+1% +$3.7K 0.01% 287
2025
Q4 		$264K Sell
4,182
-79
-2% -$4.85K 0.01% 275
2025
Q3 		$276K Buy
4,261
+33
+0.8% +$2.16K 0.01% 268
2025
Q2 		$285K Buy
4,228
+44
+1% +$3.02K 0.02% 252
2025
Q1 		$299K Sell
4,184
-72
-2% -$5.08K 0.02% 222
2024
Q4 		$305K Buy
4,256
+88
+2% +$6.46K 0.02% 205
2024
Q3 		$310K Hold
4,168
– – 0.02% 209
2024
Q2 		$289K Sell
4,168
-911
-18% -$59.3K 0.02% 198
2024
Q1 		$321K Hold
5,079
– – 0.02% 188
2023
Q4 		$311K Sell
5,079
-150
-3% -$8.68K 0.02% 181
2023
Q3 		$307K Buy
5,229
+110
+2% +$7.11K 0.02% 175
2023
Q2 		$338K Hold
5,119
– – 0.03% 161
2023
Q1 		$307K Sell
5,119
-446
-8% -$27.4K 0.03% 154
2022
Q4 		$328K Buy
5,565
+413
+8% +$25.8K 0.03% 148
2022
Q3 		$346K Buy
5,152
+54
+1% +$3.99K 0.03% 136
2022
Q2 		$368K Sell
5,098
-8
-0.2% -$635 0.04% 134
2022
Q1 		$459K Buy
5,106
+6
+0.1% +$530 0.04% 126
2021
Q4 		$462K Buy
5,100
+21
+0.4% +$1.81K 0.04% 113
2021
Q3 		$411K Hold
5,079
– – 0.04% 113
2021
Q2 		$391K Hold
5,079
– – 0.04% 112
2021
Q1 		$364K Hold
5,079
– – 0.04% 116
2020
Q4 		$301K Sell
5,079
-26
-0.5% -$1.47K 0.03% 121
2020
Q3 		$262K Buy
+5,105
New +$282K 0.04% 120
2016
Q4 		– Sell
-460
Closed -$30K – 169
2016
Q3 		$30K Hold
460
– – 0.01% 226
2016
Q2 		$32K Buy
+460
New +$31.6K 0.01% 223

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

Klingman & Associates's EQR Position: Q1 2026 in Review

Klingman & Associates increased its Equity Residential (EQR) stake by 1.4% in Q1 2026, buying an estimated $3.7K and bringing the position to 4,242 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #287.

Klingman & Associates first reported a position in EQR in Q2 2016 and has held it in 25 quarters since. The position peaked at $462K in Q4 2021. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Klingman & Associates held 4,242 shares of Equity Residential worth $251K as of Q1 2026.
  • Klingman & Associates bought 60 Equity Residential shares in Q1 2026, an estimated $3.7K.
  • Equity Residential made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #287 holding.
  • Klingman & Associates first reported a position in Equity Residential in Q2 2016 and has held it in 25 quarters since.
  • Klingman & Associates's Equity Residential position peaked at $462K in Q4 2021.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.