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Physician Wealth Advisors’s Equity Residential EQR Stock Holding History

Physician Wealth Advisors’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 		$15.3K Buy
225
+125
+125% +$8.1K ﹤0.01% 754
2026
Q1 		$5.92K Sell
100
-2,196
-96% -$135K ﹤0.01% 951
2025
Q4 		$145K Buy
2,296
+152
+7% +$9.32K 0.02% 234
2025
Q3 		$139K Buy
2,144
+24
+1% +$1.57K 0.02% 239
2025
Q2 		$143K Sell
2,120
-14
-0.7% -$962 0.02% 230
2025
Q1 		$153K Buy
2,134
+14
+0.7% +$989 0.03% 212
2024
Q4 		$152K Buy
+2,120
New +$156K 0.03% 206

Other funds holding EQR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Physician Wealth Advisors's EQR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Equity Residential (EQR) stake by 125% in Q2 2026, buying an estimated $8.1K and bringing the position to 225 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Physician Wealth Advisors first reported a position in EQR in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q1 2025. 258 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • Physician Wealth Advisors held 225 shares of Equity Residential worth $15.3K as of Q2 2026.
  • Physician Wealth Advisors bought 125 Equity Residential shares in Q2 2026, an estimated $8.1K.
  • Equity Residential made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #754 holding.
  • Physician Wealth Advisors first reported a position in Equity Residential in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Equity Residential position peaked at $153K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.