Spirit of America Management Corp’s Equity Residential EQR Stock Holding History

Spirit of America Management Corp’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	$840K	Sell	12,365 -7,750	-39%	-$502K	0.16%	136
2026 Q1	$1.19M	Sell	20,115 -3,500	-15%	-$216K	0.23%	112
2025 Q4	$1.49M	Sell	23,615 -12,900	-35%	-$791K	0.32%	90
2025 Q3	$2.36M	Hold	36,515	–	–	0.47%	58
2025 Q2	$2.46M	Buy	36,515 +3,400	+10%	+$234K	0.51%	51
2025 Q1	$2.37M	Buy	33,115 +700	+2%	+$49.4K	0.48%	57
2024 Q4	$2.33M	Buy	32,415 +1,200	+4%	+$88.1K	0.47%	54
2024 Q3	$2.32M	Buy	31,215 +500	+2%	+$36.1K	0.46%	56
2024 Q2	$2.13M	Hold	30,715	–	–	0.43%	61
2024 Q1	$1.94M	Hold	30,715	–	–	0.39%	69
2023 Q4	$1.88M	Hold	30,715	–	–	0.41%	58
2023 Q3	$1.8M	Hold	30,715	–	–	0.41%	53
2023 Q2	$2.03M	Hold	30,715	–	–	0.46%	51
2023 Q1	$1.84M	Hold	30,715	–	–	0.41%	62
2022 Q4	$1.81M	Hold	30,715	–	–	0.41%	64
2022 Q3	$2.06M	Hold	30,715	–	–	0.49%	54
2022 Q2	$2.22M	Hold	30,715	–	–	0.5%	52
2022 Q1	$2.76M	Buy	30,715 +1,600	+5%	+$141K	0.54%	50
2021 Q4	$2.63M	Buy	29,115 +300	+1%	+$25.8K	0.53%	59
2021 Q3	$2.33M	Buy	28,815 +3,400	+13%	+$281K	0.5%	58
2021 Q2	$1.96M	Buy	25,415 +2,500	+11%	+$189K	0.42%	64
2021 Q1	$1.64M	Sell	22,915 -2,300	-9%	-$152K	0.39%	71
2020 Q4	$1.5M	Sell	25,215 -4,000	-14%	-$226K	0.37%	74
2020 Q3	$1.5M	Sell	29,215 -3,500	-11%	-$194K	0.41%	70
2020 Q2	$1.92M	Hold	32,715	–	–	0.49%	49
2020 Q1	$2.02M	Sell	32,715 -750	-2%	-$58K	0.65%	40
2019 Q4	$2.71M	Sell	33,465 -200	-0.6%	-$17K	0.47%	52
2019 Q3	$2.9M	Sell	33,665 -1,150	-3%	-$94.1K	0.47%	54
2019 Q2	$2.64M	Hold	34,815	–	–	0.4%	56
2019 Q1	$2.62M	Hold	34,815	–	–	0.38%	56
2018 Q4	$2.3M	Hold	34,815	–	–	0.36%	63
2018 Q3	$2.31M	Hold	34,815	–	–	0.29%	72
2018 Q2	$2.22M	Hold	34,815	–	–	0.27%	78
2018 Q1	$2.15M	Hold	34,815	–	–	0.28%	78
2017 Q4	$2.22M	Hold	34,815	–	–	0.25%	84
2017 Q3	$2.29M	Hold	34,815	–	–	0.24%	83
2017 Q2	$2.29M	Hold	34,815	–	–	0.25%	83
2017 Q1	$2.17M	Sell	34,815 -1,000	-3%	-$62.5K	0.23%	87
2016 Q4	$2.31M	Sell	35,815 -1,000	-3%	-$61.4K	0.27%	81
2016 Q3	$2.37M	Sell	36,815 -800	-2%	-$53.4K	0.31%	75
2016 Q2	$2.59M	Sell	37,615 -16,410	-30%	-$1.13M	0.38%	64
2016 Q1	$4.05M	Sell	54,025 -4,775	-8%	-$357K	0.72%	43
2015 Q4	$4.8M	Hold	58,800	–	–	0.92%	31
2015 Q3	$4.42M	Hold	58,800	–	–	0.92%	30
2015 Q2	$4.13M	Hold	58,800	–	–	0.8%	35
2015 Q1	$4.58M	Hold	58,800	–	–	0.97%	23
2014 Q4	$4.22M	Hold	58,800	–	–	1.07%	24
2014 Q3	$3.62M	Hold	58,800	–	–	1.1%	18
2014 Q2	$3.7M	Hold	58,800	–	–	1.48%	8
2014 Q1	$3.41M	Sell	58,800 -1,200	-2%	-$67.7K	1.4%	8
2013 Q4	$3.11M	Sell	60,000 -15,000	-20%	-$790K	2.46%	9
2013 Q3	$4.02M	Sell	75,000 -6,400	-8%	-$353K	1.48%	8
2013 Q2	$4.73M	Buy	+81,400	New	+$4.68M	1.71%	7

Other funds holding EQR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spirit of America Management Corp's EQR Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Equity Residential (EQR) stake by 39% in Q2 2026, selling an estimated $502K and leaving 12,365 shares worth $840K. The position accounts for 0.16% of the portfolio, ranked #136.

Spirit of America Management Corp first reported a position in EQR in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.8M in Q4 2015. 460 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Spirit of America Management Corp held 12,365 shares of Equity Residential worth $840K as of Q2 2026.
Spirit of America Management Corp sold 7,750 Equity Residential shares in Q2 2026, an estimated $502K.
Equity Residential made up 0.16% of Spirit of America Management Corp's portfolio in Q2 2026, its #136 holding.
Spirit of America Management Corp first reported a position in Equity Residential in Q2 2013 and has held it in 53 quarters since.
Spirit of America Management Corp's Equity Residential position peaked at $4.8M in Q4 2015.
460 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.