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Sound Income Strategies’s Equity Residential EQR Stock Holding History

Sound Income Strategies’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 		– Sell
-231
Closed -$13.8K – 1032
2026
Q1 		$13.8K Sell
231
-111
-32% -$6.85K ﹤0.01% 1357
2025
Q4 		$21.2K Buy
342
+223
+187% +$13.7K ﹤0.01% 1131
2025
Q3 		$7.34K Buy
119
+12
+11% +$785 ﹤0.01% 1079
2025
Q2 		$7.25K Buy
107
+1
+0.9% +$69 ﹤0.01% 1009
2025
Q1 		$7.61K Buy
106
+1
+1% +$71 ﹤0.01% 974
2024
Q4 		$7.56K Buy
105
+1
+1% +$73 ﹤0.01% 907
2024
Q3 		$7.77K Sell
104
-39
-27% -$2.82K ﹤0.01% 853
2024
Q2 		$9.94K Buy
143
+1
+0.7% +$65 ﹤0.01% 775
2024
Q1 		$8.97K Buy
142
+41
+41% +$2.5K ﹤0.01% 783
2023
Q4 		$6.18K Buy
101
+1
+1% +$58 ﹤0.01% 845
2023
Q3 		$5.87K Buy
100
+75
+300% +$4.85K ﹤0.01% 712
2023
Q2 		$1.65K Hold
25
– – ﹤0.01% 906
2023
Q1 		$1.5K Sell
25
-16
-39% -$982 ﹤0.01% 882
2022
Q4 		$2.42K Hold
41
– – ﹤0.01% 739
2022
Q3 		$3K Sell
41
-59
-59% -$4.36K ﹤0.01% 637
2022
Q2 		$7K Sell
100
-64
-39% -$5.08K ﹤0.01% 525
2022
Q1 		$15K Sell
164
-31
-16% -$2.74K ﹤0.01% 399
2021
Q4 		$18K Hold
195
– – ﹤0.01% 382
2021
Q3 		$16K Sell
195
-42
-18% -$3.47K ﹤0.01% 378
2021
Q2 		$18K Buy
+237
New +$17.9K ﹤0.01% 365

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's EQR Position: Q2 2026 in Review

Sound Income Strategies sold out of Equity Residential (EQR) in Q2 2026, closing a stake of 231 shares — an estimated $13.8K sold.

Sound Income Strategies first reported a position in EQR in Q2 2021 and held it in 20 quarters. The position peaked at $21.2K in Q4 2025. 476 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • Sound Income Strategies reported no remaining Equity Residential position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 231 Equity Residential shares in Q2 2026, an estimated $13.8K.
  • Sound Income Strategies first reported a position in Equity Residential in Q2 2021 and held it in 20 quarters.
  • Sound Income Strategies's Equity Residential position peaked at $21.2K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.