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Perigon Wealth Management’s Equity Residential EQR Stock Holding History

Perigon Wealth 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
Q1 		– Sell
-82,554
Closed -$5.2M – 1329
2025
Q4 		$5.2M Sell
82,554
-774
-0.9% -$47.5K 0.09% 199
2025
Q3 		$5.39M Buy
83,328
+1,344
+2% +$87.9K 0.11% 178
2025
Q2 		$5.53M Buy
81,984
+712
+0.9% +$48.9K 0.13% 156
2025
Q1 		$5.82M Buy
81,272
+857
+1% +$60.5K 0.15% 140
2024
Q4 		$5.65M Buy
80,415
+778
+1% +$57.1K 0.14% 144
2024
Q3 		$5.93M Buy
79,637
+35,332
+80% +$2.55M 0.16% 135
2024
Q2 		$3.07M Buy
44,305
+601
+1% +$39.1K 0.09% 198
2024
Q1 		$2.76M Buy
43,704
+566
+1% +$34.5K 0.08% 213
2023
Q4 		$2.64M Buy
43,138
+968
+2% +$56K 0.09% 190
2023
Q3 		$2.48M Sell
42,170
-307
-0.7% -$19.8K 0.1% 185
2023
Q2 		$2.8M Buy
+42,477
New +$2.65M 0.11% 172
2021
Q1 		– Sell
-407
Closed -$24K – 651
2020
Q4 		$24K Buy
+407
New +$23K ﹤0.01% 980
2017
Q2 		– Sell
-1,150
Closed -$72K – 592
2017
Q1 		$72K Buy
+1,150
New +$71.9K 0.02% 345

Other funds holding EQR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Perigon Wealth Management's EQR Position: Q1 2026 in Review

Perigon Wealth Management sold out of Equity Residential (EQR) in Q1 2026, closing a stake of 82,554 shares — an estimated $5.2M sold.

Perigon Wealth Management first reported a position in EQR in Q1 2017 and held it in 13 quarters. The position peaked at $5.93M in Q3 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Perigon Wealth Management reported no remaining Equity Residential position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 82,554 Equity Residential shares in Q1 2026, an estimated $5.2M.
  • Perigon Wealth Management first reported a position in Equity Residential in Q1 2017 and held it in 13 quarters.
  • Perigon Wealth Management's Equity Residential position peaked at $5.93M in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.