Rockefeller Capital Management
EQR icon

Rockefeller Capital Management’s Equity Residential EQR Stock Holding History

Rockefeller Capital Management’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 		$1.1M Buy
18,590
+4,290
+30% +$265K ﹤0.01% 1567
2025
Q4 		$901K Sell
14,300
-2,067
-13% -$127K ﹤0.01% 1598
2025
Q3 		$1.06M Buy
16,367
+5,716
+54% +$374K ﹤0.01% 1401
2025
Q2 		$719K Buy
+10,651
New +$732K ﹤0.01% 1436
2023
Q3 		– Sell
-4,681
Closed -$309K – 1577
2023
Q2 		$309K Sell
4,681
-975
-17% -$60.9K ﹤0.01% 1510
2023
Q1 		$339K Sell
5,656
-2,832
-33% -$174K ﹤0.01% 1518
2022
Q4 		$500K Sell
8,488
-743
-8% -$46.5K ﹤0.01% 1285
2022
Q3 		$620K Sell
9,231
-4,276
-32% -$316K ﹤0.01% 1185
2022
Q2 		$975K Sell
13,507
-5,583
-29% -$443K 0.01% 1004
2022
Q1 		$1.72M Buy
19,090
+1,585
+9% +$140K 0.01% 856
2021
Q4 		$1.58M Buy
17,505
+4,931
+39% +$424K 0.01% 884
2021
Q3 		$1.02M Buy
12,574
+8,032
+177% +$663K 0.01% 1000
2021
Q2 		$348K Buy
4,542
+1,912
+73% +$145K ﹤0.01% 1326
2021
Q1 		$188K Sell
2,630
-20,340
-89% -$1.35M ﹤0.01% 1350
2020
Q4 		$1.36M Buy
22,970
+98
+0.4% +$5.54K 0.01% 615
2020
Q3 		$1.17M Sell
22,872
-66
-0.3% -$3.65K 0.01% 557
2020
Q2 		$1.35M Sell
22,938
-250
-1% -$15.5K 0.01% 483
2020
Q1 		$1.43M Sell
23,188
-807
-3% -$62.4K 0.02% 404
2019
Q4 		$1.94M Buy
23,995
+23,679
+7,493% +$2.02M 0.02% 349
2019
Q3 		$27K Sell
316
-9
-3% -$736 ﹤0.01% 1133
2019
Q2 		$25K Sell
325
-1,706
-84% -$130K ﹤0.01% 967
2019
Q1 		$153K Buy
2,031
+2,018
+15,523% +$145K ﹤0.01% 660
2018
Q4 		$1K Buy
+13
New +$873 ﹤0.01% 882

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

Rockefeller Capital Management's EQR Position: Q1 2026 in Review

Rockefeller Capital Management increased its Equity Residential (EQR) stake by 30% in Q1 2026, buying an estimated $265K and bringing the position to 18,590 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Rockefeller Capital Management first reported a position in EQR in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.94M in Q4 2019. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Rockefeller Capital Management held 18,590 shares of Equity Residential worth $1.1M as of Q1 2026.
  • Rockefeller Capital Management bought 4,290 Equity Residential shares in Q1 2026, an estimated $265K.
  • Equity Residential made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1567 holding.
  • Rockefeller Capital Management first reported a position in Equity Residential in Q4 2018 and has held it in 23 quarters since.
  • Rockefeller Capital Management's Equity Residential position peaked at $1.94M in Q4 2019.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.