UBS Group’s Equity Residential EQR Stock Holding History

UBS 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
2026 Q1	$2.43M	Buy	41,100 +11,100	+37%	+$685K	﹤0.01%	4793
2025 Q4	$1.89M	Buy	30,000 +17,000	+131%	+$1.04M	﹤0.01%	5030
2025 Q3	$841K	Buy	+13,000	New	+$850K	﹤0.01%	5708
2022 Q4	–	Sell	-50,000	Closed	-$3.36M	–	10813
2022 Q3	$3.36M	Hold	50,000	–	–	﹤0.01%	2704
2022 Q2	$3.61M	Buy	+50,000	New	+$3.97M	﹤0.01%	2646
2021 Q4	–	Sell	-100	Closed	-$8K	–	10362
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	8196
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	8235
2021 Q1	$7K	Buy	+100	New	+$6.62K	﹤0.01%	8150
2020 Q3	–	Sell	-30,000	Closed	-$1.76M	–	8090
2020 Q2	$1.76M	Hold	30,000	–	–	﹤0.01%	2991
2020 Q1	$1.85M	Buy	30,000 +10,000	+50%	+$773K	﹤0.01%	2831
2019 Q4	$1.62M	Buy	+20,000	New	+$1.7M	﹤0.01%	3758
2016 Q3	–	Sell	-100,000	Closed	-$6.89M	–	7736
2016 Q2	$6.89M	Buy	+100,000	New	+$6.88M	﹤0.01%	1675

Other funds holding EQR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group's EQR Position: Q1 2026 in Review

UBS Group increased its Equity Residential (EQR) stake by 13% in Q1 2026, buying an estimated $11.2M and bringing the position to 1,598,436 shares worth $94.5M. The position accounts for 0.01% of the portfolio, ranked #1100.

UBS Group first reported a position in EQR in Q4 2014 and has held it in 46 quarters since. The position peaked at $187M in Q3 2025. 704 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

UBS Group held 1,598,436 shares of Equity Residential worth $94.5M as of Q1 2026.
UBS Group bought 181,794 Equity Residential shares in Q1 2026, an estimated $11.2M.
Equity Residential made up 0.01% of UBS Group's portfolio in Q1 2026, its #1100 holding.
UBS Group first reported a position in Equity Residential in Q4 2014 and has held it in 46 quarters since.
UBS Group's Equity Residential position peaked at $187M in Q3 2025.
704 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.