Vert Asset Management’s Equity Residential EQR Stock Holding History

Vert Asset Management’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	$12.2M	Buy	179,611 +3,439	+2%	+$223K	3.34%	11
2026 Q1	$10.4M	Buy	176,172 +760	+0.4%	+$46.9K	3.31%	11
2025 Q4	$11.1M	Buy	175,412 +15,764	+10%	+$967K	3.68%	11
2025 Q3	$10.3M	Buy	159,648 +13,454	+9%	+$880K	3.47%	11
2025 Q2	$9.87M	Sell	146,194 -12,439	-8%	-$855K	3.59%	11
2025 Q1	$11.4M	Buy	158,633 +8,388	+6%	+$592K	3.9%	11
2024 Q4	$10.8M	Buy	150,245 +10,472	+7%	+$769K	3.69%	10
2024 Q3	$10.4M	Buy	139,773 +868	+0.6%	+$62.7K	3.59%	11
2024 Q2	$9.63M	Sell	138,905 -10,937	-7%	-$712K	3.84%	10
2024 Q1	$9.46M	Buy	149,842 +11,289	+8%	+$687K	3.98%	10
2023 Q4	$8.47M	Sell	138,553 -6,615	-5%	-$383K	3.66%	9
2023 Q3	$8.52M	Buy	145,168 +6,484	+5%	+$419K	4.32%	9
2023 Q2	$9.15M	Buy	138,684 +9,975	+8%	+$623K	4.69%	8
2023 Q1	$7.72M	Buy	128,709 +45,042	+54%	+$2.77M	4.55%	9
2022 Q4	$4.94M	Buy	83,667 +6,165	+8%	+$386K	4.4%	9
2022 Q3	$5.21M	Buy	77,502 +8,330	+12%	+$616K	4.94%	8
2022 Q2	$5M	Buy	69,172 +4,227	+7%	+$335K	4.63%	8
2022 Q1	$5.84M	Buy	64,945 +6,070	+10%	+$536K	4.7%	8
2021 Q4	$5.33M	Buy	+58,875	New	+$5.06M	4.39%	9

Other funds holding EQR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Vert Asset Management's EQR Position: Q2 2026 in Review

Vert Asset Management increased its Equity Residential (EQR) stake by 2% in Q2 2026, buying an estimated $223K and bringing the position to 179,611 shares worth $12.2M. The position accounts for 3.34% of the portfolio, ranked #11.

Vert Asset Management first reported a position in EQR in Q4 2021 and has held it in 19 quarters since. 241 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Vert Asset Management held 179,611 shares of Equity Residential worth $12.2M as of Q2 2026.
Vert Asset Management bought 3,439 Equity Residential shares in Q2 2026, an estimated $223K.
Equity Residential made up 3.34% of Vert Asset Management's portfolio in Q2 2026, its #11 holding.
Vert Asset Management first reported a position in Equity Residential in Q4 2021 and has held it in 19 quarters since.
241 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.