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Legacy Capital Group California’s Equity Residential EQR Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-6,977
Closed -$471K – 337
2025
Q2 		$471K Buy
6,977
+60
+0.9% +$4.12K 0.13% 195
2025
Q1 		$495K Sell
6,917
-119
-2% -$8.4K 0.17% 170
2024
Q4 		$505K Hold
7,036
– – 0.15% 178
2024
Q3 		$524K Buy
+7,036
New +$508K 0.17% 167

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's EQR Position: Q3 2025 in Review

Legacy Capital Group California sold out of Equity Residential (EQR) in Q3 2025, closing a stake of 6,977 shares — an estimated $471K sold.

Legacy Capital Group California first reported a position in EQR in Q3 2024 and held it in 4 quarters. The position peaked at $524K in Q3 2024. 688 funds tracked by Wall St. Rank hold EQR as of Q3 2025.

  • Legacy Capital Group California reported no remaining Equity Residential position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 6,977 Equity Residential shares in Q3 2025, an estimated $471K.
  • Legacy Capital Group California first reported a position in Equity Residential in Q3 2024 and held it in 4 quarters.
  • Legacy Capital Group California's Equity Residential position peaked at $524K in Q3 2024.
  • 688 funds tracked by Wall St. Rank held Equity Residential as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.