Roxbury Financial’s Equity Residential EQR Stock Holding History

Roxbury 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 Q2	$4.63K	Hold	68	–	–	﹤0.01%	346
2026 Q1	$4K	Buy	68 +1	+1%	+$62	﹤0.01%	330
2025 Q4	$4.22K	Buy	67 +1	+2%	+$61	﹤0.01%	323
2025 Q3	$4.29K	Hold	66	–	–	﹤0.01%	320
2025 Q2	$4.44K	Buy	66 +1	+2%	+$69	﹤0.01%	312
2025 Q1	$4.84K	Buy	65 +1	+2%	+$71	﹤0.01%	300
2024 Q4	$4.96K	Buy	+64	New	+$4.7K	﹤0.01%	329

Other funds holding EQR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Roxbury Financial's EQR Position: Q2 2026 in Review

Roxbury Financial held its Equity Residential (EQR) position steady in Q2 2026 at 68 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Roxbury Financial first reported a position in EQR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.96K in Q4 2024. 150 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Roxbury Financial held 68 shares of Equity Residential worth $4.63K as of Q2 2026.
Roxbury Financial left its Equity Residential share count unchanged in Q2 2026.
Equity Residential made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #346 holding.
Roxbury Financial first reported a position in Equity Residential in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's Equity Residential position peaked at $4.96K in Q4 2024.
150 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.