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SteelPeak Wealth’s Equity Residential EQR Stock Holding History

SteelPeak Wealth’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
2025
Q2 		– Sell
-35,698
Closed -$2.58M – 603
2025
Q1 		$2.58M Buy
+35,698
New +$2.52M 0.11% 152
2020
Q3 		– Sell
-6,658
Closed -$392K – 307
2020
Q2 		$392K Buy
+6,658
New +$412K 0.05% 181

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SteelPeak Wealth's EQR Position: Q2 2025 in Review

SteelPeak Wealth sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 35,698 shares — an estimated $2.58M sold.

SteelPeak Wealth first reported a position in EQR in Q2 2020 and held it in 2 quarters. The position peaked at $2.58M in Q1 2025. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • SteelPeak Wealth reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 35,698 Equity Residential shares in Q2 2025, an estimated $2.58M.
  • SteelPeak Wealth first reported a position in Equity Residential in Q2 2020 and held it in 2 quarters.
  • SteelPeak Wealth's Equity Residential position peaked at $2.58M in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.