LVW Advisors’s Equity Residential EQR Stock Holding History

LVW Advisors’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 Q2	$356K	Sell	5,240 -1,338	-20%	-$86.6K	0.03%	309
2026 Q1	$389K	Sell	6,578 -5,401	-45%	-$333K	0.04%	264
2025 Q4	$755K	Sell	11,979 -562	-4%	-$34.5K	0.08%	125
2025 Q3	$812K	Sell	12,541 -5,658	-31%	-$370K	0.08%	121
2025 Q2	$1.23M	Buy	18,199 +5,220	+40%	+$359K	0.13%	92
2025 Q1	$929K	Buy	12,979 +2,888	+29%	+$204K	0.11%	112
2024 Q4	$724K	Buy	10,091 +677	+7%	+$49.7K	0.09%	142
2024 Q3	$701K	Buy	9,414 +1,938	+26%	+$140K	0.09%	146
2024 Q2	$518K	Buy	7,476 +1,320	+21%	+$85.9K	0.08%	165
2024 Q1	$389K	Buy	6,156 +2,486	+68%	+$151K	0.07%	199
2023 Q4	$224K	Buy	+3,670	New	+$212K	0.04%	236

Other funds holding EQR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LVW Advisors's EQR Position: Q2 2026 in Review

LVW Advisors reduced its Equity Residential (EQR) stake by 20% in Q2 2026, selling an estimated $86.6K and leaving 5,240 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #309.

LVW Advisors first reported a position in EQR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q2 2025. 238 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

LVW Advisors held 5,240 shares of Equity Residential worth $356K as of Q2 2026.
LVW Advisors sold 1,338 Equity Residential shares in Q2 2026, an estimated $86.6K.
Equity Residential made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #309 holding.
LVW Advisors first reported a position in Equity Residential in Q4 2023 and has held it in 11 quarters since.
LVW Advisors's Equity Residential position peaked at $1.23M in Q2 2025.
238 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.