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Nvest Wealth Strategies’s Equity Residential EQR Stock Holding History

Nvest Wealth Strategies’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
Q2 		$816 Hold
12
– – ﹤0.01% 235
2026
Q1 		$710 Buy
+12
New +$740 ﹤0.01% 243

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Nvest Wealth Strategies's EQR Position: Q2 2026 in Review

Nvest Wealth Strategies held its Equity Residential (EQR) position steady in Q2 2026 at 12 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Nvest Wealth Strategies first reported a position in EQR in Q1 2026 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • Nvest Wealth Strategies held 12 shares of Equity Residential worth $816 as of Q2 2026.
  • Nvest Wealth Strategies left its Equity Residential share count unchanged in Q2 2026.
  • Equity Residential made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #235 holding.
  • Nvest Wealth Strategies first reported a position in Equity Residential in Q1 2026 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.