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EQR icon

NewEdge Advisors’s Equity Residential EQR Stock Holding History

NewEdge 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
2026
Q1 		$372K Sell
6,295
-4,876
-44% -$301K ﹤0.01% 2192
2025
Q4 		$704K Buy
11,171
+3,718
+50% +$228K ﹤0.01% 1714
2025
Q3 		$482K Sell
7,453
-36
-0.5% -$2.35K ﹤0.01% 1839
2025
Q2 		$505K Sell
7,489
-1,099
-13% -$75.5K ﹤0.01% 1680
2025
Q1 		$615K Buy
8,588
+4
+0% +$282 ﹤0.01% 1469
2024
Q4 		$616K Buy
8,584
+249
+3% +$18.3K ﹤0.01% 1419
2024
Q3 		$621K Buy
8,335
+3,181
+62% +$230K ﹤0.01% 1343
2024
Q2 		$357K Buy
5,154
+28
+0.5% +$1.82K ﹤0.01% 1620
2024
Q1 		$324K Buy
5,126
+89
+2% +$5.42K ﹤0.01% 1604
2023
Q4 		$308K Buy
5,037
+69
+1% +$3.99K ﹤0.01% 1538
2023
Q3 		$292K Sell
4,968
-1,310
-21% -$84.6K ﹤0.01% 1444
2023
Q2 		$414K Buy
6,278
+1,143
+22% +$71.4K ﹤0.01% 1285
2023
Q1 		$320K Sell
5,135
-1,143
-18% -$70.2K ﹤0.01% 1348
2022
Q4 		$368K Buy
6,278
+1,271
+25% +$79.5K 0.01% 911
2022
Q3 		$336K Buy
5,007
+1,263
+34% +$93.4K 0.01% 1148
2022
Q2 		$270K Buy
+3,744
New +$297K ﹤0.01% 1258
2022
Q1 		– Sell
-8,362
Closed -$757K – 1298
2021
Q4 		$757K Buy
8,362
+3,557
+74% +$306K 0.01% 870
2021
Q3 		$389K Buy
+4,805
New +$397K 0.01% 817

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

NewEdge Advisors's EQR Position: Q1 2026 in Review

NewEdge Advisors reduced its Equity Residential (EQR) stake by 44% in Q1 2026, selling an estimated $301K and leaving 6,295 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

NewEdge Advisors first reported a position in EQR in Q3 2021 and has held it in 18 quarters since. The position peaked at $757K in Q4 2021. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • NewEdge Advisors held 6,295 shares of Equity Residential worth $372K as of Q1 2026.
  • NewEdge Advisors sold 4,876 Equity Residential shares in Q1 2026, an estimated $301K.
  • Equity Residential made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2192 holding.
  • NewEdge Advisors first reported a position in Equity Residential in Q3 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Equity Residential position peaked at $757K in Q4 2021.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.