SSG
EQR icon

Summit Securities Group’s Equity Residential EQR Stock Holding History

Summit Securities Group’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
2024
Q2 		– Sell
-10,000
Closed -$631K – 632
2024
Q1 		$631K Hold
10,000
– – 0.1% 85
2023
Q4 		$612K Buy
+10,000
New +$579K 0.06% 171
2022
Q1 		– Sell
-2,000
Closed -$181K – 1170
2021
Q4 		$181K Buy
+2,000
New +$172K 0.01% 621
2020
Q3 		– Sell
-45
Closed -$265K – 411
2020
Q2 		$265K Buy
+45
New +$2.79K 0.03% 346

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

Summit Securities Group's EQR Position: Q1 2026 in Review

Summit Securities Group reduced its Equity Residential (EQR) stake by 98% in Q1 2026, selling an estimated $182K and leaving 57 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Summit Securities Group first reported a position in EQR in Q3 2013 and has held it in 22 quarters since. The position peaked at $519K in Q4 2021. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Summit Securities Group held 57 shares of Equity Residential worth $3.37K as of Q1 2026.
  • Summit Securities Group sold 2,957 Equity Residential shares in Q1 2026, an estimated $182K.
  • Equity Residential made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #867 holding.
  • Summit Securities Group first reported a position in Equity Residential in Q3 2013 and has held it in 22 quarters since.
  • Summit Securities Group's Equity Residential position peaked at $519K in Q4 2021.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.