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EQR icon

Naviter Wealth’s Equity Residential EQR Stock Holding History

Naviter Wealth’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 		$1.64M Buy
27,453
+3,131
+13% +$193K 0.21% 114
2025
Q4 		$1.53M Sell
24,322
-4,354
-15% -$267K 0.2% 123
2025
Q3 		$1.88M Buy
28,676
+1,304
+5% +$85.3K 0.22% 119
2025
Q2 		$1.86M Buy
27,372
+2,408
+10% +$165K 0.23% 116
2025
Q1 		$1.78M Buy
24,964
+548
+2% +$38.7K 0.22% 132
2024
Q4 		$1.75M Buy
24,416
+2,205
+10% +$162K 0.21% 129
2024
Q3 		$1.67M Sell
22,211
-1,310
-6% -$94.6K 0.23% 124
2024
Q2 		$1.63M Buy
23,521
+1,048
+5% +$68.2K 0.24% 118
2024
Q1 		$1.43M Buy
22,473
+4,601
+26% +$280K 0.23% 120
2023
Q4 		$1.1M Sell
17,872
-1,203
-6% -$69.6K 0.22% 121
2023
Q3 		$1.13M Buy
19,075
+2,069
+12% +$134K 0.27% 90
2023
Q2 		$1.13M Buy
17,006
+2,190
+15% +$137K 0.29% 91
2023
Q1 		$898K Buy
14,816
+3,152
+27% +$194K 0.31% 93
2022
Q4 		$730K Buy
11,664
+3,003
+35% +$188K 0.2% 115
2022
Q3 		$588K Buy
+8,661
New +$640K 0.24% 106

Other funds holding EQR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Naviter Wealth's EQR Position: Q1 2026 in Review

Naviter Wealth increased its Equity Residential (EQR) stake by 13% in Q1 2026, buying an estimated $193K and bringing the position to 27,453 shares worth $1.64M. The position accounts for 0.21% of the portfolio, ranked #114.

Naviter Wealth first reported a position in EQR in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q3 2025. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Naviter Wealth held 27,453 shares of Equity Residential worth $1.64M as of Q1 2026.
  • Naviter Wealth bought 3,131 Equity Residential shares in Q1 2026, an estimated $193K.
  • Equity Residential made up 0.21% of Naviter Wealth's portfolio in Q1 2026, its #114 holding.
  • Naviter Wealth first reported a position in Equity Residential in Q3 2022 and has held it in 15 quarters since.
  • Naviter Wealth's Equity Residential position peaked at $1.88M in Q3 2025.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.