Mission Wealth Management’s Equity Residential EQR Stock Holding History

Mission Wealth Management’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	$255K	Buy	3,759 +70	+2%	+$4.53K	﹤0.01%	936
2026 Q1	$218K	Sell	3,689 -12	-0.3%	-$740	﹤0.01%	686
2025 Q4	$233K	Sell	3,701 -696	-16%	-$42.7K	﹤0.01%	656
2025 Q3	$285K	Sell	4,397 -68	-2%	-$4.45K	0.01%	605
2025 Q2	$301K	Sell	4,465 -10	-0.2%	-$687	0.01%	580
2025 Q1	$320K	Hold	4,475	–	–	0.01%	546
2024 Q4	$321K	Buy	+4,475	New	+$329K	0.01%	539

Other funds holding EQR

COPPSERS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Mission Wealth Management's EQR Position: Q2 2026 in Review

Mission Wealth Management increased its Equity Residential (EQR) stake by 1.9% in Q2 2026, buying an estimated $4.53K and bringing the position to 3,759 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Mission Wealth Management first reported a position in EQR in Q4 2024 and has held it in 7 quarters since. The position peaked at $321K in Q4 2024. 139 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Mission Wealth Management held 3,759 shares of Equity Residential worth $255K as of Q2 2026.
Mission Wealth Management bought 70 Equity Residential shares in Q2 2026, an estimated $4.53K.
Equity Residential made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #936 holding.
Mission Wealth Management first reported a position in Equity Residential in Q4 2024 and has held it in 7 quarters since.
Mission Wealth Management's Equity Residential position peaked at $321K in Q4 2024.
139 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.