Phoenix Financial’s Equity Residential EQR Stock Holding History

Phoenix Financial’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 Q4	–	Sell	-4,300	Closed	-$280K	–	477
2025 Q3	$280K	Buy	4,300 +1,291	+43%	+$84.4K	﹤0.01%	394
2025 Q2	$204K	Buy	+3,009	New	+$207K	﹤0.01%	405
2025 Q1	–	Sell	-3,030	Closed	-$217K	–	387
2024 Q4	$217K	Sell	3,030 -1,181	-28%	-$86.8K	﹤0.01%	339
2024 Q3	$315K	Buy	4,211 +1,105	+36%	+$79.8K	﹤0.01%	289
2024 Q2	$213K	Buy	+3,106	New	+$202K	﹤0.01%	317

Other funds holding EQR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Phoenix Financial's EQR Position: Q4 2025 in Review

Phoenix Financial sold out of Equity Residential (EQR) in Q4 2025, closing a stake of 4,300 shares — an estimated $280K sold.

Phoenix Financial first reported a position in EQR in Q2 2024 and held it in 5 quarters. The position peaked at $315K in Q3 2024. 691 funds tracked by Wall St. Rank hold EQR as of Q4 2025.

Phoenix Financial reported no remaining Equity Residential position as of Q4 2025 after selling out during the quarter.
Phoenix Financial sold 4,300 Equity Residential shares in Q4 2025, an estimated $280K.
Phoenix Financial first reported a position in Equity Residential in Q2 2024 and held it in 5 quarters.
Phoenix Financial's Equity Residential position peaked at $315K in Q3 2024.
691 funds tracked by Wall St. Rank held Equity Residential as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.