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Medallion Wealth Advisors’s Equity Residential EQR Stock Holding History

Medallion Wealth 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
Q1 		$2.72K Hold
46
– – ﹤0.01% 957
2025
Q4 		$2.9K Hold
46
– – ﹤0.01% 936
2025
Q3 		$2.98K Hold
46
– – ﹤0.01% 927
2025
Q2 		$3.09K Hold
46
– – ﹤0.01% 909
2025
Q1 		$3.28K Buy
+46
New +$3.25K ﹤0.01% 851

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

Medallion Wealth Advisors's EQR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Equity Residential (EQR) position steady in Q1 2026 at 46 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Medallion Wealth Advisors first reported a position in EQR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.28K in Q1 2025. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Medallion Wealth Advisors held 46 shares of Equity Residential worth $2.72K as of Q1 2026.
  • Medallion Wealth Advisors left its Equity Residential share count unchanged in Q1 2026.
  • Equity Residential made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #957 holding.
  • Medallion Wealth Advisors first reported a position in Equity Residential in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Equity Residential position peaked at $3.28K in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.