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Strategic Global Advisors’s Equity Residential EQR Stock Holding History

Strategic Global Advisors’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 		$2.58M Sell
43,633
-540
-1% -$33.3K 0.41% 67
2025
Q4 		$2.78M Sell
44,173
-888
-2% -$54.5K 0.43% 71
2025
Q3 		$2.92M Buy
+45,061
New +$2.95M 0.44% 66

Other funds holding EQR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $59B AUM 32.99% 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

Strategic Global Advisors's EQR Position: Q1 2026 in Review

Strategic Global Advisors reduced its Equity Residential (EQR) stake by 1.2% in Q1 2026, selling an estimated $33.3K and leaving 43,633 shares worth $2.58M. The position accounts for 0.41% of the portfolio, ranked #67.

Strategic Global Advisors first reported a position in EQR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.92M in Q3 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Strategic Global Advisors held 43,633 shares of Equity Residential worth $2.58M as of Q1 2026.
  • Strategic Global Advisors sold 540 Equity Residential shares in Q1 2026, an estimated $33.3K.
  • Equity Residential made up 0.41% of Strategic Global Advisors's portfolio in Q1 2026, its #67 holding.
  • Strategic Global Advisors first reported a position in Equity Residential in Q3 2025 and has held it in 3 quarters since.
  • Strategic Global Advisors's Equity Residential position peaked at $2.92M in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.