Merit Financial Group’s Equity Residential EQR Stock Holding History

Merit 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 Q2	$343K	Buy	5,051 +340	+7%	+$22K	﹤0.01%	1732
2026 Q1	$279K	Buy	4,711 +821	+21%	+$50.6K	﹤0.01%	1703
2025 Q4	$245K	Sell	3,890 -1,817	-32%	-$111K	﹤0.01%	1685
2025 Q3	$369K	Buy	5,707 +737	+15%	+$48.2K	﹤0.01%	1329
2025 Q2	$335K	Buy	4,970 +205	+4%	+$14.1K	﹤0.01%	1277
2025 Q1	$341K	Sell	4,765 -128	-3%	-$9.04K	0.01%	1079
2024 Q4	$351K	Buy	+4,893	New	+$359K	0.01%	866
2024 Q3	–	Sell	-3,828	Closed	-$265K	–	869
2024 Q2	$265K	Buy	+3,828	New	+$249K	0.01%	760

Other funds holding EQR

COPPSERS

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Merit Financial Group's EQR Position: Q2 2026 in Review

Merit Financial Group increased its Equity Residential (EQR) stake by 7.2% in Q2 2026, buying an estimated $22K and bringing the position to 5,051 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Merit Financial Group first reported a position in EQR in Q2 2024 and has held it in 8 quarters since. The position peaked at $369K in Q3 2025. 123 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Merit Financial Group held 5,051 shares of Equity Residential worth $343K as of Q2 2026.
Merit Financial Group bought 340 Equity Residential shares in Q2 2026, an estimated $22K.
Equity Residential made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1732 holding.
Merit Financial Group first reported a position in Equity Residential in Q2 2024 and has held it in 8 quarters since.
Merit Financial Group's Equity Residential position peaked at $369K in Q3 2025.
123 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.