SVB Wealth’s Equity Residential EQR Stock Holding History

SVB 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	-1,650	Closed	-$118K	–	864
2025 Q1	$118K	Buy	+1,650	New	+$117K	﹤0.01%	378
2022 Q4	–	Sell	-3,232	Closed	-$217K	–	1060
2022 Q3	$217K	Buy	+3,232	New	+$239K	﹤0.01%	823

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's EQR Position: Q2 2025 in Review

SVB Wealth sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 1,650 shares — an estimated $118K sold.

SVB Wealth first reported a position in EQR in Q3 2022 and held it in 2 quarters. The position peaked at $217K in Q3 2022. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

SVB Wealth reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,650 Equity Residential shares in Q2 2025, an estimated $118K.
SVB Wealth first reported a position in Equity Residential in Q3 2022 and held it in 2 quarters.
SVB Wealth's Equity Residential position peaked at $217K in Q3 2022.
707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.