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Larson Financial Group’s Equity Residential EQR Stock Holding History

Larson Financial Group’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 		$17.2K Buy
291
+60
+26% +$3.7K ﹤0.01% 1930
2025
Q4 		$14.6K Sell
231
-617
-73% -$37.9K ﹤0.01% 1903
2025
Q3 		$54.9K Sell
848
-135
-14% -$8.83K ﹤0.01% 1121
2025
Q2 		$66.3K Buy
983
+166
+20% +$11.4K ﹤0.01% 971
2025
Q1 		$58.5K Buy
817
+558
+215% +$39.4K ﹤0.01% 969
2024
Q4 		$18.6K Buy
259
+181
+232% +$13.3K ﹤0.01% 1244
2024
Q3 		$5.81K Buy
+78
New +$5.63K ﹤0.01% 1642

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

Larson Financial Group's EQR Position: Q1 2026 in Review

Larson Financial Group increased its Equity Residential (EQR) stake by 26% in Q1 2026, buying an estimated $3.7K and bringing the position to 291 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Larson Financial Group first reported a position in EQR in Q3 2024 and has held it in 7 quarters since. The position peaked at $66.3K in Q2 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Larson Financial Group held 291 shares of Equity Residential worth $17.2K as of Q1 2026.
  • Larson Financial Group bought 60 Equity Residential shares in Q1 2026, an estimated $3.7K.
  • Equity Residential made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1930 holding.
  • Larson Financial Group first reported a position in Equity Residential in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Equity Residential position peaked at $66.3K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.