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Summit Place Financial Advisors’s Equity Residential EQR Stock Holding History

Summit Place Financial 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
Q2 		$2.37M Buy
34,962
+6,300
+22% +$408K 1.04% 39
2026
Q1 		$1.7M Buy
28,662
+1,147
+4% +$70.8K 0.81% 49
2025
Q4 		$1.73M Sell
27,515
-1,550
-5% -$95.1K 0.84% 45
2025
Q3 		$1.88M Buy
29,065
+1,515
+5% +$99.1K 0.89% 43
2025
Q2 		$1.86M Buy
27,550
+3,600
+15% +$247K 0.94% 43
2025
Q1 		$1.71M Buy
23,950
+3,065
+15% +$216K 0.97% 41
2024
Q4 		$1.5M Buy
20,885
+1,850
+10% +$136K 0.85% 45
2024
Q3 		$1.42M Buy
19,035
+13,035
+217% +$941K 0.79% 47
2024
Q2 		$416K Hold
6,000
– – 0.25% 73
2024
Q1 		$379K Hold
6,000
– – 0.22% 74
2023
Q4 		$367K Hold
6,000
– – 0.24% 72
2023
Q3 		$352K Hold
6,000
– – 0.25% 76
2023
Q2 		$396K Hold
6,000
– – 0.26% 73
2023
Q1 		$360K Sell
6,000
-15,900
-73% -$976K 0.26% 75
2022
Q4 		$1.29M Buy
21,900
+1,775
+9% +$111K 1.06% 43
2022
Q3 		$1.35M Sell
20,125
-750
-4% -$55.5K 1.26% 34
2022
Q2 		$1.51M Buy
20,875
+2,725
+15% +$216K 1.27% 34
2022
Q1 		$1.63M Buy
18,150
+12,150
+203% +$1.07M 1.1% 40
2021
Q4 		$543K Hold
6,000
– – 0.38% 70
2021
Q3 		$486K Hold
6,000
– – 0.35% 72
2021
Q2 		$462K Hold
6,000
– – 0.34% 78
2021
Q1 		$430K Buy
+6,000
New +$397K 0.35% 79

Other funds holding EQR

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Summit Place Financial Advisors's EQR Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Equity Residential (EQR) stake by 22% in Q2 2026, buying an estimated $408K and bringing the position to 34,962 shares worth $2.37M. The position accounts for 1.04% of the portfolio, ranked #39.

Summit Place Financial Advisors first reported a position in EQR in Q1 2021 and has held it in 22 quarters since. 212 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • Summit Place Financial Advisors held 34,962 shares of Equity Residential worth $2.37M as of Q2 2026.
  • Summit Place Financial Advisors bought 6,300 Equity Residential shares in Q2 2026, an estimated $408K.
  • Equity Residential made up 1.04% of Summit Place Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Summit Place Financial Advisors first reported a position in Equity Residential in Q1 2021 and has held it in 22 quarters since.
  • 212 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.