Waterloo Capital’s Equity Residential EQR Stock Holding History

Waterloo Capital’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 Q4	–	Sell	-7,422	Closed	-$480K	–	468
2025 Q3	$480K	Buy	7,422 +84	+1%	+$5.49K	0.04%	287
2025 Q2	$495K	Buy	7,338 +56	+0.8%	+$3.85K	0.04%	273
2025 Q1	$521K	Buy	7,282 +1,286	+21%	+$90.8K	0.05%	239
2024 Q4	$430K	Sell	5,996 -509	-8%	-$37.4K	0.05%	253
2024 Q3	$484K	Buy	6,505 +315	+5%	+$22.7K	0.05%	243
2024 Q2	$429K	Buy	+6,190	New	+$403K	0.05%	237

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

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

Waterloo Capital's EQR Position: Q4 2025 in Review

Waterloo Capital sold out of Equity Residential (EQR) in Q4 2025, closing a stake of 7,422 shares — an estimated $480K sold.

Waterloo Capital first reported a position in EQR in Q2 2024 and held it in 6 quarters. The position peaked at $521K in Q1 2025. 690 funds tracked by Wall St. Rank hold EQR as of Q4 2025.

Waterloo Capital reported no remaining Equity Residential position as of Q4 2025 after selling out during the quarter.
Waterloo Capital sold 7,422 Equity Residential shares in Q4 2025, an estimated $480K.
Waterloo Capital first reported a position in Equity Residential in Q2 2024 and held it in 6 quarters.
Waterloo Capital's Equity Residential position peaked at $521K in Q1 2025.
690 funds tracked by Wall St. Rank held Equity Residential as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.