Raymond James Financial’s Equity Residential EQR Stock Holding History

Raymond James 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
2026 Q1	$11.1M	Buy	188,256 +48,099	+34%	+$2.97M	﹤0.01%	1932
2025 Q4	$8.84M	Sell	140,157 -26,137	-16%	-$1.6M	﹤0.01%	2077
2025 Q3	$10.8M	Sell	166,294 -12,992	-7%	-$850K	﹤0.01%	1865
2025 Q2	$12.1M	Sell	179,286 -8,611	-5%	-$592K	﹤0.01%	1730
2025 Q1	$13.4M	Sell	187,897 -6,094	-3%	-$430K	0.01%	1587
2024 Q4	$13.9M	Buy	+193,991	New	+$14.2M	0.01%	1588

Other funds holding EQR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $59B AUM 32.99% 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

Raymond James Financial's EQR Position: Q1 2026 in Review

Raymond James Financial increased its Equity Residential (EQR) stake by 34% in Q1 2026, buying an estimated $2.97M and bringing the position to 188,256 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Raymond James Financial first reported a position in EQR in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.9M in Q4 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Raymond James Financial held 188,256 shares of Equity Residential worth $11.1M as of Q1 2026.
Raymond James Financial bought 48,099 Equity Residential shares in Q1 2026, an estimated $2.97M.
Equity Residential made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1932 holding.
Raymond James Financial first reported a position in Equity Residential in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Equity Residential position peaked at $13.9M in Q4 2024.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.