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SHP Wealth Management’s Equity Residential EQR Stock Holding History

SHP Wealth 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 		$4.33K Buy
73
+18
+33% +$1.11K ﹤0.01% 1103
2025
Q4 		$3.47K Buy
+55
New +$3.37K ﹤0.01% 1043

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

SHP Wealth Management's EQR Position: Q1 2026 in Review

SHP Wealth Management increased its Equity Residential (EQR) stake by 33% in Q1 2026, buying an estimated $1.11K and bringing the position to 73 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

SHP Wealth Management first reported a position in EQR in Q4 2025 and has held it in 2 quarters since. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • SHP Wealth Management held 73 shares of Equity Residential worth $4.33K as of Q1 2026.
  • SHP Wealth Management bought 18 Equity Residential shares in Q1 2026, an estimated $1.11K.
  • Equity Residential made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1103 holding.
  • SHP Wealth Management first reported a position in Equity Residential in Q4 2025 and has held it in 2 quarters since.
  • 704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.