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Principal Securities’s Equity Residential EQR Stock Holding History

Principal Securities’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 		$242K Buy
4,097
+614
+18% +$37.9K ﹤0.01% 1304
2025
Q4 		$220K Sell
3,483
-1,195
-26% -$73.3K ﹤0.01% 1284
2025
Q3 		$303K Sell
4,678
-454
-9% -$29.7K 0.01% 1120
2025
Q2 		$346K Buy
5,132
+2,592
+102% +$178K 0.01% 1010
2025
Q1 		$182K Hold
2,540
– – ﹤0.01% 1166
2024
Q4 		$182K Buy
2,540
+634
+33% +$46.6K ﹤0.01% 1166
2024
Q3 		$142K Buy
1,906
+406
+27% +$29.3K ﹤0.01% 1237
2024
Q2 		$104K Buy
1,500
+806
+116% +$52.5K ﹤0.01% 1310
2024
Q1 		$43.8K Sell
694
-108
-13% -$6.57K ﹤0.01% 1632
2023
Q4 		$49K Buy
+802
New +$46.4K ﹤0.01% 1496

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

Principal Securities's EQR Position: Q1 2026 in Review

Principal Securities increased its Equity Residential (EQR) stake by 18% in Q1 2026, buying an estimated $37.9K and bringing the position to 4,097 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Principal Securities first reported a position in EQR in Q4 2023 and has held it in 10 quarters since. The position peaked at $346K in Q2 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Principal Securities held 4,097 shares of Equity Residential worth $242K as of Q1 2026.
  • Principal Securities bought 614 Equity Residential shares in Q1 2026, an estimated $37.9K.
  • Equity Residential made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1304 holding.
  • Principal Securities first reported a position in Equity Residential in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Equity Residential position peaked at $346K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.