Ray Dalio
EQR icon

Ray Dalio’s Equity Residential EQR Stock Holding History

Ray Dalio’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 		$499K Buy
+8,441
New +$521K ﹤0.01% 885
2023
Q1 		– Sell
-315,338
Closed -$18.6M – 778
2022
Q4 		$18.6M Sell
315,338
-25,183
-7% -$1.58M 0.1% 163
2022
Q3 		$22.9M Sell
340,521
-120,987
-26% -$8.95M 0.12% 143
2022
Q2 		$33.3M Buy
461,508
+260,059
+129% +$20.6M 0.14% 137
2022
Q1 		$18.1M Buy
201,449
+167,519
+494% +$14.8M 0.07% 196
2021
Q4 		$3.07M Buy
33,930
+18,531
+120% +$1.59M 0.02% 395
2021
Q3 		$1.25M Buy
15,399
+520
+3% +$42.9K 0.01% 489
2021
Q2 		$1.15M Buy
+14,879
New +$1.12M 0.01% 561
2020
Q3 		– Sell
-13,546
Closed -$797K – 463
2020
Q2 		$797K Sell
13,546
-6,883
-34% -$426K 0.01% 207
2020
Q1 		$1.26M Buy
+20,429
New +$1.58M 0.03% 174
2018
Q4 		– Sell
-11,011
Closed -$730K – 487
2018
Q3 		$730K Buy
11,011
+2,305
+26% +$152K 0.01% 250
2018
Q2 		$554K Buy
+8,706
New +$543K 0.01% 343
2018
Q1 		– Sell
-8,991
Closed -$573K – 472
2017
Q4 		$573K Buy
8,991
+5,898
+191% +$394K ﹤0.01% 220
2017
Q3 		$204K Buy
+3,093
New +$207K ﹤0.01% 285
2016
Q3 		– Sell
-4,607
Closed -$317K – 333
2016
Q2 		$317K Buy
+4,607
New +$317K ﹤0.01% 315
2014
Q4 		– Sell
-5,026
Closed -$310K – 367
2014
Q3 		$310K Buy
+5,026
New +$325K ﹤0.01% 325
2013
Q4 		– Sell
-11,734
Closed -$629K – 315
2013
Q3 		$629K Buy
11,734
+3,200
+37% +$176K 0.01% 266
2013
Q2 		$495K Buy
+8,534
New +$490K ﹤0.01% 251

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Ray Dalio's EQR Position: Q1 2026 in Review

Ray Dalio opened a new position in Equity Residential (EQR) in Q1 2026: 8,441 shares worth $499K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Ray Dalio previously reported a position in EQR as recently as Q4 2022.

Ray Dalio first reported a position in EQR in Q2 2013 and has held it in 18 quarters since. The position peaked at $33.3M in Q2 2022. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Ray Dalio held 8,441 shares of Equity Residential worth $499K as of Q1 2026.
  • Equity Residential was a new Ray Dalio position in Q1 2026.
  • Equity Residential made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #885 holding.
  • Ray Dalio first reported a position in Equity Residential in Q2 2013 and has held it in 18 quarters since.
  • Ray Dalio's Equity Residential position peaked at $33.3M in Q2 2022.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.