Mount Yale Investment Advisors’s Equity Residential EQR Stock Holding History

Mount Yale Investment 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
2025 Q4	–	Sell	-7,365	Closed	-$482K	–	746
2025 Q3	$482K	Buy	7,365 +7,036	+2,139%	+$460K	0.03%	424
2025 Q2	$22.2K	Buy	+329	New	+$22.6K	﹤0.01%	1024
2018 Q4	–	Sell	-1,859	Closed	-$125K	–	458
2018 Q3	$125K	Sell	1,859 -4,296	-70%	-$284K	0.02%	374
2018 Q2	$392K	Buy	6,155 +1,656	+37%	+$103K	0.07%	212
2018 Q1	$277K	Buy	+4,499	New	+$267K	0.06%	252

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 $59.9B AUM 27.01% 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

Mount Yale Investment Advisors's EQR Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Equity Residential (EQR) in Q4 2025, closing a stake of 7,365 shares — an estimated $482K sold.

Mount Yale Investment Advisors first reported a position in EQR in Q1 2018 and held it in 5 quarters. The position peaked at $482K in Q3 2025. 691 funds tracked by Wall St. Rank hold EQR as of Q4 2025.

Mount Yale Investment Advisors reported no remaining Equity Residential position as of Q4 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 7,365 Equity Residential shares in Q4 2025, an estimated $482K.
Mount Yale Investment Advisors first reported a position in Equity Residential in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Equity Residential position peaked at $482K in Q3 2025.
691 funds tracked by Wall St. Rank held Equity Residential as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.