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RAFFA WEALTH MANAGEMENT, LLC’s Equity Residential EQR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$2.17K Hold
32
– – ﹤0.01% 817
2026
Q1 		$1.89K Hold
32
– – ﹤0.01% 767
2025
Q4 		$2.02K Hold
32
– – ﹤0.01% 742
2025
Q3 		$2.07K Hold
32
– – ﹤0.01% 696
2025
Q2 		$2.16K Hold
32
– – ﹤0.01% 666
2025
Q1 		$2.29K Sell
32
-14
-30% -$989 ﹤0.01% 591
2024
Q4 		$3.3K Hold
46
– – ﹤0.01% 536
2024
Q3 		$3.42K Sell
46
-1,531
-97% -$111K ﹤0.01% 506
2024
Q2 		$109K Hold
1,577
– – 0.03% 138
2024
Q1 		$99.5K Buy
1,577
+1,531
+3,328% +$93.2K 0.03% 148
2023
Q4 		$2.81K Hold
46
– – ﹤0.01% 515
2023
Q3 		$2.7K Hold
46
– – ﹤0.01% 504
2023
Q2 		$3.04K Hold
46
– – ﹤0.01% 489
2023
Q1 		$2.76K Hold
46
– – ﹤0.01% 519
2022
Q4 		$2.71K Hold
46
– – ﹤0.01% 510
2022
Q3 		$3.09K Sell
46
-10
-18% -$739 ﹤0.01% 488
2022
Q2 		$4.04K Hold
56
– – ﹤0.01% 435
2022
Q1 		$5.04K Buy
56
+10
+22% +$883 ﹤0.01% 405
2021
Q4 		$4.16K Hold
46
– – ﹤0.01% 467
2021
Q3 		$3.72K Hold
46
– – ﹤0.01% 452
2021
Q2 		$3.54K Hold
46
– – ﹤0.01% 462
2021
Q1 		$3.29K Buy
46
+14
+44% +$927 ﹤0.01% 503
2020
Q4 		$1.9K Hold
32
– – ﹤0.01% 570
2020
Q3 		$1.64K Hold
32
– – ﹤0.01% 538
2020
Q2 		$1.88K Sell
32
-7
-18% -$434 ﹤0.01% 488
2020
Q1 		$2.41K Buy
39
+7
+22% +$541 ﹤0.01% 396
2019
Q4 		$2.59K Hold
32
– – ﹤0.01% 349
2019
Q3 		$2.76K Buy
+32
New +$2.62K ﹤0.01% 337
2019
Q2 		– Sell
-32
Closed -$2.41K – 941
2019
Q1 		$2.41K Hold
32
– – ﹤0.01% 324
2018
Q4 		$2.11K Hold
32
– – ﹤0.01% 344
2018
Q3 		$2.12K Hold
32
– – ﹤0.01% 379
2018
Q2 		$2.04K Hold
32
– – ﹤0.01% 365
2018
Q1 		$1.97K Buy
+32
New +$1.9K ﹤0.01% 362
2017
Q1 		– Sell
-6
Closed -$386 – 524
2016
Q4 		$386 Hold
6
– – ﹤0.01% 833
2016
Q3 		$386 Hold
6
– – ﹤0.01% 803
2016
Q2 		$413 Hold
6
– – ﹤0.01% 753
2016
Q1 		$450 Hold
6
– – ﹤0.01% 720
2015
Q4 		$490 Hold
6
– – ﹤0.01% 698
2015
Q3 		$451 Hold
6
– – ﹤0.01% 710
2015
Q2 		$421 Hold
6
– – ﹤0.01% 771
2015
Q1 		$467 Sell
6
-4
-40% -$312 ﹤0.01% 740
2014
Q4 		$718 Hold
10
– – ﹤0.01% 476
2014
Q3 		$616 Buy
+10
New +$646 ﹤0.01% 507
2014
Q1 		– Sell
-10
Closed -$718 – 422
2013
Q4 		$718 Buy
+10
New +$527 ﹤0.01% 476

Other funds holding EQR

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EQR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Equity Residential (EQR) position steady in Q2 2026 at 32 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EQR in Q4 2013 and has held it in 44 quarters since. The position peaked at $109K in Q2 2024. 188 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 32 shares of Equity Residential worth $2.17K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Equity Residential share count unchanged in Q2 2026.
  • Equity Residential made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #817 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Equity Residential in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Equity Residential position peaked at $109K in Q2 2024.
  • 188 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.