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Probity Advisors’s Equity Residential EQR Stock Holding History

Probity 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 		$586K Buy
8,632
+3
+0% +$194 0.08% 145
2026
Q1 		$510K Buy
8,629
+270
+3% +$16.7K 0.08% 154
2025
Q4 		$527K Sell
8,359
-739
-8% -$45.3K 0.08% 146
2025
Q3 		$589K Buy
9,098
+63
+0.7% +$4.12K 0.1% 138
2025
Q2 		$610K Buy
9,035
+694
+8% +$47.7K 0.11% 132
2025
Q1 		$597K Buy
8,341
+771
+10% +$54.5K 0.11% 127
2024
Q4 		$543K Sell
7,570
-161
-2% -$11.8K 0.1% 133
2024
Q3 		$576K Buy
7,731
+11
+0.1% +$794 0.11% 133
2024
Q2 		$535K Buy
7,720
+93
+1% +$6.05K 0.11% 138
2024
Q1 		$481K Sell
7,627
-142
-2% -$8.64K 0.1% 146
2023
Q4 		$475K Sell
7,769
-656
-8% -$38K 0.1% 145
2023
Q3 		$495K Sell
8,425
-21
-0.2% -$1.36K 0.11% 119
2023
Q2 		$557K Buy
+8,446
New +$528K 0.12% 114
2022
Q4 		$505K Buy
8,567
+73
+0.9% +$4.57K 0.11% 112
2022
Q3 		$571K Sell
8,494
-289
-3% -$21.4K 0.14% 95
2022
Q2 		$634K Buy
8,783
+282
+3% +$22.4K 0.15% 100
2022
Q1 		$764K Sell
8,501
-422
-5% -$37.3K 0.16% 99
2021
Q4 		$808K Sell
8,923
-39
-0.4% -$3.35K 0.16% 102
2021
Q3 		$725K Sell
8,962
-35
-0.4% -$2.89K 0.15% 106
2021
Q2 		$693K Buy
8,997
+961
+12% +$72.6K 0.15% 111
2021
Q1 		$576K Buy
+8,036
New +$532K 0.13% 121
2020
Q3 		$253K Buy
+4,923
New +$272K 0.07% 161

Other funds holding EQR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Probity Advisors's EQR Position: Q2 2026 in Review

Probity Advisors increased its Equity Residential (EQR) stake by 0.03% in Q2 2026, buying an estimated $194 and bringing the position to 8,632 shares worth $586K. The position accounts for 0.08% of the portfolio, ranked #145.

Probity Advisors first reported a position in EQR in Q3 2020 and has held it in 22 quarters since. The position peaked at $808K in Q4 2021. 275 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • Probity Advisors held 8,632 shares of Equity Residential worth $586K as of Q2 2026.
  • Probity Advisors bought 3 Equity Residential shares in Q2 2026, an estimated $194.
  • Equity Residential made up 0.08% of Probity Advisors's portfolio in Q2 2026, its #145 holding.
  • Probity Advisors first reported a position in Equity Residential in Q3 2020 and has held it in 22 quarters since.
  • Probity Advisors's Equity Residential position peaked at $808K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.