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Summit Trail Advisors’s Equity Residential EQR Stock Holding History

Summit Trail 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 		$1.76M Buy
29,767
+10,635
+56% +$656K 0.03% 622
2025
Q4 		$1.21M Buy
19,132
+837
+5% +$51.3K 0.02% 710
2025
Q3 		$1.19M Buy
18,295
+11,178
+157% +$731K 0.02% 730
2025
Q2 		$477K Buy
+7,117
New +$489K 0.01% 747
2018
Q1 		– Sell
-573
Closed -$35K – 804
2017
Q4 		$35K Buy
+573
New +$38.2K ﹤0.01% 904

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 Trail Advisors's EQR Position: Q1 2026 in Review

Summit Trail Advisors increased its Equity Residential (EQR) stake by 56% in Q1 2026, buying an estimated $656K and bringing the position to 29,767 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #622.

Summit Trail Advisors first reported a position in EQR in Q4 2017 and has held it in 5 quarters since. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Summit Trail Advisors held 29,767 shares of Equity Residential worth $1.76M as of Q1 2026.
  • Summit Trail Advisors bought 10,635 Equity Residential shares in Q1 2026, an estimated $656K.
  • Equity Residential made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #622 holding.
  • Summit Trail Advisors first reported a position in Equity Residential in Q4 2017 and has held it in 5 quarters since.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.