Optima Capital’s Equity Residential EQR Stock Holding History

Optima Capital’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	-16	Closed	-$1.01K	–	515
2025 Q4	$1.01K	Buy	+16	New	+$982	﹤0.01%	953

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

Optima Capital's EQR Position: Q1 2026 in Review

Optima Capital sold out of Equity Residential (EQR) in Q1 2026, closing a stake of 16 shares — an estimated $1.01K sold.

Optima Capital first reported a position in EQR in Q4 2025 and held it in 1 quarter. The position peaked at $1.01K in Q4 2025. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Optima Capital reported no remaining Equity Residential position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 16 Equity Residential shares in Q1 2026, an estimated $1.01K.
Optima Capital first reported a position in Equity Residential in Q4 2025 and held it in 1 quarter.
Optima Capital's Equity Residential position peaked at $1.01K in Q4 2025.
704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.