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Root Financial Partners’s Equity Residential EQR Stock Holding History

Root Financial Partners’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 		$2.07K Sell
35
-9
-20% -$555 ﹤0.01% 2298
2025
Q4 		$2.77K Buy
44
+4
+10% +$245 ﹤0.01% 1923
2025
Q3 		$2.59K Buy
+40
New +$2.62K ﹤0.01% 1913

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

Root Financial Partners's EQR Position: Q1 2026 in Review

Root Financial Partners reduced its Equity Residential (EQR) stake by 20% in Q1 2026, selling an estimated $555 and leaving 35 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Root Financial Partners first reported a position in EQR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.77K in Q4 2025. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Root Financial Partners held 35 shares of Equity Residential worth $2.07K as of Q1 2026.
  • Root Financial Partners sold 9 Equity Residential shares in Q1 2026, an estimated $555.
  • Equity Residential made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2298 holding.
  • Root Financial Partners first reported a position in Equity Residential in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Equity Residential position peaked at $2.77K in Q4 2025.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.