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Legacy Wealth Management (Idaho)’s Equity Residential EQR Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-40
Closed -$2.86K – 787
2025
Q1 		$2.86K Hold
40
– – ﹤0.01% 488
2024
Q4 		$2.85K Buy
+40
New +$2.94K ﹤0.01% 458

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EQR Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 40 shares — an estimated $2.86K sold.

Legacy Wealth Management (Idaho) first reported a position in EQR in Q4 2024 and held it in 2 quarters. The position peaked at $2.86K in Q1 2025. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 40 Equity Residential shares in Q2 2025, an estimated $2.86K.
  • Legacy Wealth Management (Idaho) first reported a position in Equity Residential in Q4 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Equity Residential position peaked at $2.86K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.