Oak Asset Management’s Equity Residential EQR Stock Holding History

Oak Asset 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 Q2	$236K	Sell	3,475 -800	-19%	-$51.8K	0.08%	109
2026 Q1	$253K	Sell	4,275 -84	-2%	-$5.18K	0.09%	99
2025 Q4	$275K	Hold	4,359	–	–	0.09%	91
2025 Q3	$282K	Hold	4,359	–	–	0.1%	92
2025 Q2	$294K	Hold	4,359	–	–	0.11%	89
2025 Q1	$312K	Hold	4,359	–	–	0.11%	86
2024 Q4	$313K	Hold	4,359	–	–	0.12%	89
2024 Q3	$325K	Hold	4,359	–	–	0.11%	87
2024 Q2	$302K	Hold	4,359	–	–	0.11%	87
2024 Q1	$275K	Hold	4,359	–	–	0.1%	93
2023 Q4	$267K	Hold	4,359	–	–	0.11%	92
2023 Q3	$256K	Hold	4,359	–	–	0.11%	92
2023 Q2	$288K	Buy	+4,359	New	+$272K	0.12%	89

Other funds holding EQR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Oak Asset Management's EQR Position: Q2 2026 in Review

Oak Asset Management reduced its Equity Residential (EQR) stake by 19% in Q2 2026, selling an estimated $51.8K and leaving 3,475 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #109.

Oak Asset Management first reported a position in EQR in Q2 2023 and has held it in 13 quarters since. The position peaked at $325K in Q3 2024. 104 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Oak Asset Management held 3,475 shares of Equity Residential worth $236K as of Q2 2026.
Oak Asset Management sold 800 Equity Residential shares in Q2 2026, an estimated $51.8K.
Equity Residential made up 0.08% of Oak Asset Management's portfolio in Q2 2026, its #109 holding.
Oak Asset Management first reported a position in Equity Residential in Q2 2023 and has held it in 13 quarters since.
Oak Asset Management's Equity Residential position peaked at $325K in Q3 2024.
104 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.