Vontobel Holding’s Equity Residential EQR Stock Holding History

Vontobel Holding’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	$3.09M	Sell	52,305 -5,960	-10%	-$368K	0.01%	452
2025 Q4	$3.67M	Buy	58,265 +50,000	+605%	+$3.07M	0.01%	447
2025 Q3	$535K	Buy	+8,265	New	+$540K	﹤0.01%	926
2023 Q3	–	Sell	-6,321	Closed	-$417K	–	1093
2023 Q2	$417K	Hold	6,321	–	–	﹤0.01%	830
2023 Q1	$379K	Buy	+6,321	New	+$388K	﹤0.01%	832
2022 Q4	–	Sell	-38,022	Closed	-$2.52M	–	1093
2022 Q3	$2.52M	Buy	38,022 +962	+3%	+$71.1K	0.03%	364
2022 Q2	$2.68M	Hold	37,060	–	–	0.03%	349
2022 Q1	$3.39M	Buy	37,060 +296	+0.8%	+$26.1K	0.03%	335
2021 Q4	$3.33M	Buy	36,764 +16,000	+77%	+$1.38M	0.03%	342
2021 Q3	$1.68M	Buy	20,764 +464	+2%	+$38.3K	0.01%	482
2021 Q2	$1.57M	Buy	+20,300	New	+$1.53M	0.01%	499

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

Vontobel Holding's EQR Position: Q1 2026 in Review

Vontobel Holding reduced its Equity Residential (EQR) stake by 10% in Q1 2026, selling an estimated $368K and leaving 52,305 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #452.

Vontobel Holding first reported a position in EQR in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.67M in Q4 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

Vontobel Holding held 52,305 shares of Equity Residential worth $3.09M as of Q1 2026.
Vontobel Holding sold 5,960 Equity Residential shares in Q1 2026, an estimated $368K.
Equity Residential made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #452 holding.
Vontobel Holding first reported a position in Equity Residential in Q2 2021 and has held it in 11 quarters since.
Vontobel Holding's Equity Residential position peaked at $3.67M in Q4 2025.
703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.