Montag & Associates’s Equity Residential EQR Stock Holding History

Montag & Associates’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	$72.7K	Hold	1,214	–	–	﹤0.01%	538
2025 Q4	$76.5K	Sell	1,214 -19	-2%	-$1.17K	﹤0.01%	539
2025 Q3	$80.7K	Buy	1,233 +19	+2%	+$1.24K	﹤0.01%	516
2025 Q2	$82.8K	Hold	1,214	–	–	﹤0.01%	506
2025 Q1	$87.7K	Hold	1,214	–	–	﹤0.01%	516
2024 Q4	$87.1K	Hold	1,214	–	–	﹤0.01%	516
2024 Q3	$91.2K	Hold	1,214	–	–	﹤0.01%	517
2024 Q2	$84.2K	Hold	1,214	–	–	﹤0.01%	514
2024 Q1	$77.4K	Hold	1,214	–	–	﹤0.01%	527
2023 Q4	$74.9K	Hold	1,214	–	–	﹤0.01%	509
2023 Q3	$72.1K	Hold	1,214	–	–	﹤0.01%	491
2023 Q2	$80.9K	Hold	1,214	–	–	0.01%	492
2023 Q1	$73.6K	Hold	1,214	–	–	﹤0.01%	496
2022 Q4	$72.4K	Hold	1,214	–	–	﹤0.01%	488
2022 Q3	$82K	Hold	1,214	–	–	0.01%	464
2022 Q2	$88K	Hold	1,214	–	–	0.01%	455
2022 Q1	$109K	Hold	1,214	–	–	0.01%	456
2021 Q4	$110K	Hold	1,214	–	–	0.01%	460
2021 Q3	$98K	Hold	1,214	–	–	0.01%	475
2021 Q2	$93K	Hold	1,214	–	–	﹤0.01%	479
2021 Q1	$87K	Hold	1,214	–	–	﹤0.01%	485
2020 Q4	$72K	Buy	+1,214	New	+$68.6K	﹤0.01%	498
2020 Q1	–	Sell	-3,220	Closed	-$261K	–	290
2019 Q4	$261K	Sell	3,220 -500	-13%	-$42.6K	0.02%	272
2019 Q3	$321K	Hold	3,720	–	–	0.03%	252
2019 Q2	$282K	Hold	3,720	–	–	0.03%	268
2019 Q1	$280K	Hold	3,720	–	–	0.03%	264
2018 Q4	$246K	Hold	3,720	–	–	0.03%	256
2018 Q3	$246K	Hold	3,720	–	–	0.02%	294
2018 Q2	$237K	Hold	3,720	–	–	0.02%	258
2018 Q1	$229K	Hold	3,720	–	–	0.02%	263
2017 Q4	$237K	Hold	3,720	–	–	0.02%	256
2017 Q3	$245K	Hold	3,720	–	–	0.03%	231
2017 Q2	$245K	Hold	3,720	–	–	0.03%	225
2017 Q1	$231K	Hold	3,720	–	–	0.03%	224
2016 Q4	$239K	Hold	3,720	–	–	0.03%	222
2016 Q3	$239K	Hold	3,720	–	–	0.03%	228
2016 Q2	$256K	Hold	3,720	–	–	0.03%	218
2016 Q1	$279K	Hold	3,720	–	–	0.04%	209
2015 Q4	$304K	Hold	3,720	–	–	0.04%	196
2015 Q3	$279K	Hold	3,720	–	–	0.04%	205
2015 Q2	$261K	Hold	3,720	–	–	0.04%	220
2015 Q1	$290K	Sell	3,720 -550	-13%	-$42.9K	0.04%	222
2014 Q4	$307K	Hold	4,270	–	–	0.05%	208
2014 Q3	$263K	Hold	4,270	–	–	0.04%	211
2014 Q2	$269K	Hold	4,270	–	–	0.04%	216
2014 Q1	$248K	Hold	4,270	–	–	0.04%	209
2013 Q4	$221K	Hold	4,270	–	–	0.04%	216
2013 Q3	$229K	Hold	4,270	–	–	0.04%	205
2013 Q2	$248K	Buy	+4,270	New	+$245K	0.05%	187

Other funds holding EQR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Montag & Associates's EQR Position: Q1 2026 in Review

Montag & Associates held its Equity Residential (EQR) position steady in Q1 2026 at 1,214 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Montag & Associates first reported a position in EQR in Q2 2013 and has held it in 49 quarters since. The position peaked at $321K in Q3 2019. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Montag & Associates held 1,214 shares of Equity Residential worth $72.7K as of Q1 2026.
Montag & Associates left its Equity Residential share count unchanged in Q1 2026.
Equity Residential made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #538 holding.
Montag & Associates first reported a position in Equity Residential in Q2 2013 and has held it in 49 quarters since.
Montag & Associates's Equity Residential position peaked at $321K in Q3 2019.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.