Neo Ivy Capital Management’s Equity Residential EQR Stock Holding History

Neo Ivy Capital 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	–	Sell	-17,081	Closed	-$1.08M	–	389
2025 Q4	$1.08M	Buy	+17,081	New	+$1.05M	0.17%	166
2022 Q4	$1.18M	Buy	+20,070	New	+$1.26M	0.8%	20
2022 Q2	–	Sell	-1,340	Closed	-$120K	–	466
2022 Q1	$120K	Buy	+1,340	New	+$118K	0.11%	282
2021 Q4	–	Sell	-2,529	Closed	-$149K	–	487
2021 Q3	$149K	Buy	2,529 +835	+49%	+$69K	0.17%	185
2021 Q2	$130K	Buy	+1,694	New	+$128K	0.13%	229
2021 Q1	–	Sell	-2,858	Closed	-$169K	–	512
2020 Q4	$169K	Sell	2,858 -2,668	-48%	-$151K	0.19%	182
2020 Q3	$283K	Buy	5,526 +2,997	+119%	+$166K	0.29%	130
2020 Q2	$149K	Buy	2,529 +1,731	+217%	+$107K	0.17%	185
2020 Q1	$49K	Sell	798 -3,670	-82%	-$284K	0.08%	309
2019 Q4	$362K	Buy	+4,468	New	+$380K	0.42%	112

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

Neo Ivy Capital Management's EQR Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Equity Residential (EQR) in Q1 2026, closing a stake of 17,081 shares — an estimated $1.08M sold.

Neo Ivy Capital Management first reported a position in EQR in Q4 2019 and held it in 10 quarters. The position peaked at $1.18M in Q4 2022. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Neo Ivy Capital Management reported no remaining Equity Residential position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 17,081 Equity Residential shares in Q1 2026, an estimated $1.08M.
Neo Ivy Capital Management first reported a position in Equity Residential in Q4 2019 and held it in 10 quarters.
Neo Ivy Capital Management's Equity Residential position peaked at $1.18M in Q4 2022.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.