Moran Wealth Management’s Equity Residential EQR Stock Holding History

Moran 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 Q1	$947K	Sell	16,008 -4,120	-20%	-$254K	0.03%	375
2025 Q4	$1.27M	Buy	20,128 +1,654	+9%	+$101K	0.04%	334
2025 Q3	$1.2M	Sell	18,474 -64	-0.3%	-$4.18K	0.04%	326
2025 Q2	$1.25M	Buy	18,538 +42	+0.2%	+$2.89K	0.04%	313
2025 Q1	$1.32M	Sell	18,496 -18	-0.1%	-$1.27K	0.04%	293
2024 Q4	$1.33M	Sell	18,514 -46	-0.2%	-$3.38K	0.04%	273
2024 Q3	$1.38M	Buy	18,560 +107	+0.6%	+$7.73K	0.04%	284
2024 Q2	$1.28M	Sell	18,453 -682	-4%	-$44.4K	0.04%	275
2024 Q1	$1.21M	Buy	19,135 +868	+5%	+$52.8K	0.04%	281
2023 Q4	$1.12M	Sell	18,267 -1,166	-6%	-$67.5K	0.04%	296
2023 Q3	$1.14M	Buy	+19,433	New	+$1.26M	0.04%	255

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

Moran Wealth Management's EQR Position: Q1 2026 in Review

Moran Wealth Management reduced its Equity Residential (EQR) stake by 20% in Q1 2026, selling an estimated $254K and leaving 16,008 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #375.

Moran Wealth Management first reported a position in EQR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Moran Wealth Management held 16,008 shares of Equity Residential worth $947K as of Q1 2026.
Moran Wealth Management sold 4,120 Equity Residential shares in Q1 2026, an estimated $254K.
Equity Residential made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #375 holding.
Moran Wealth Management first reported a position in Equity Residential in Q3 2023 and has held it in 11 quarters since.
Moran Wealth Management's Equity Residential position peaked at $1.38M in Q3 2024.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.