Orion Portfolio Solutions’s Equity Residential EQR Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.94M	Sell	27,108 -1,900	-7%	-$134K	0.02%	721
2024 Q4	$2.08M	Sell	29,008 -2,107	-7%	-$155K	0.02%	676
2024 Q3	$2.32M	Sell	31,115 -1,932	-6%	-$140K	0.02%	617
2024 Q2	$2.29M	Sell	33,047 -1,825	-5%	-$119K	0.02%	590
2024 Q1	$2.2M	Sell	34,872 -1,145	-3%	-$69.7K	0.02%	621
2023 Q4	$2.22M	Buy	36,017 +100	+0.3%	+$5.79K	0.03%	577
2023 Q3	$2.11M	Sell	35,917 -1,712	-5%	-$111K	0.03%	590
2023 Q2	$2.48M	Sell	37,629 -1,729	-4%	-$108K	0.03%	553
2023 Q1	$2.36M	Buy	+39,358	New	+$2.42M	0.03%	527
2020 Q3	–	Sell	-1,584	Closed	-$93K	–	903
2020 Q2	$93K	Buy	1,584 +218	+16%	+$13.5K	0.01%	561
2020 Q1	$84K	Buy	1,366 +472	+53%	+$36.5K	0.01%	474
2019 Q4	$72K	Buy	+894	New	+$76.1K	0.01%	478

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's EQR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Equity Residential (EQR) stake by 6.5% in Q1 2025, selling an estimated $134K and leaving 27,108 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #721.

Orion Portfolio Solutions first reported a position in EQR in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.48M in Q2 2023. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

Orion Portfolio Solutions held 27,108 shares of Equity Residential worth $1.94M as of Q1 2025.
Orion Portfolio Solutions sold 1,900 Equity Residential shares in Q1 2025, an estimated $134K.
Equity Residential made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #721 holding.
Orion Portfolio Solutions first reported a position in Equity Residential in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Equity Residential position peaked at $2.48M in Q2 2023.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.