NewEdge Wealth’s Equity Residential EQR Stock Holding History

NewEdge 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	$527K	Sell	8,903 -2,265	-20%	-$140K	0.01%	799
2025 Q4	$704K	Buy	11,168 +1,654	+17%	+$101K	0.01%	725
2025 Q3	$569K	Buy	9,514 +556	+6%	+$36.4K	0.01%	713
2025 Q2	$572K	Sell	8,958 -574	-6%	-$39.4K	0.01%	676
2025 Q1	$682K	Buy	9,532 +520	+6%	+$36.7K	0.01%	551
2024 Q4	$647K	Buy	9,012 +1,270	+16%	+$93.3K	0.01%	579
2024 Q3	$576K	Buy	+7,742	New	+$559K	0.01%	587

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

NewEdge Wealth's EQR Position: Q1 2026 in Review

NewEdge Wealth reduced its Equity Residential (EQR) stake by 20% in Q1 2026, selling an estimated $140K and leaving 8,903 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #799.

NewEdge Wealth first reported a position in EQR in Q3 2024 and has held it in 7 quarters since. The position peaked at $704K in Q4 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

NewEdge Wealth held 8,903 shares of Equity Residential worth $527K as of Q1 2026.
NewEdge Wealth sold 2,265 Equity Residential shares in Q1 2026, an estimated $140K.
Equity Residential made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #799 holding.
NewEdge Wealth first reported a position in Equity Residential in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Equity Residential position peaked at $704K in Q4 2025.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

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