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Wealth Alliance’s Equity Residential EQR Stock Holding History

Wealth Alliance’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 		– Sell
-7,126
Closed -$449K – 562
2025
Q4 		$449K Sell
7,126
-876
-11% -$53.7K 0.04% 329
2025
Q3 		$518K Sell
8,002
-194
-2% -$12.7K 0.05% 288
2025
Q2 		$553K Buy
8,196
+265
+3% +$18.2K 0.06% 274
2025
Q1 		$568K Buy
7,931
+466
+6% +$32.9K 0.07% 250
2024
Q4 		$536K Sell
7,465
-173
-2% -$12.7K 0.06% 246
2024
Q3 		$569K Sell
7,638
-22
-0.3% -$1.59K 0.07% 246
2024
Q2 		$531K Buy
7,660
+1,195
+18% +$77.8K 0.07% 241
2024
Q1 		$408K Sell
6,465
-710
-10% -$43.2K 0.05% 317
2023
Q4 		$439K Buy
7,175
+383
+6% +$22.2K 0.06% 282
2023
Q3 		$399K Sell
6,792
-1,035
-13% -$66.9K 0.06% 277
2023
Q2 		$516K Buy
7,827
+70
+0.9% +$4.38K 0.08% 242
2023
Q1 		$465K Buy
7,757
+2,476
+47% +$152K 0.08% 254
2022
Q4 		$312K Sell
5,281
-17
-0.3% -$1.06K 0.06% 339
2022
Q3 		$356K Buy
5,298
+862
+19% +$63.7K 0.07% 283
2022
Q2 		$320K Sell
4,436
-547
-11% -$43.4K 0.06% 307
2022
Q1 		$448K Sell
4,983
-59
-1% -$5.21K 0.09% 242
2021
Q4 		$456K Sell
5,042
-451
-8% -$38.8K 0.09% 244
2021
Q3 		$444K Buy
5,493
+19
+0.3% +$1.57K 0.1% 231
2021
Q2 		$421K Sell
5,474
-425
-7% -$32.1K 0.1% 236
2021
Q1 		$423K Sell
5,899
-210
-3% -$13.9K 0.12% 208
2020
Q4 		$362K Buy
6,109
+1,210
+25% +$68.4K 0.11% 235
2020
Q3 		$251K Buy
4,899
+215
+5% +$11.9K 0.09% 274
2020
Q2 		$275K Buy
4,684
+1,143
+32% +$70.8K 0.11% 233
2020
Q1 		$218K Buy
+3,541
New +$274K 0.12% 206

Other funds holding EQR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wealth Alliance's EQR Position: Q1 2026 in Review

Wealth Alliance sold out of Equity Residential (EQR) in Q1 2026, closing a stake of 7,126 shares — an estimated $449K sold.

Wealth Alliance first reported a position in EQR in Q1 2020 and held it in 24 quarters. The position peaked at $569K in Q3 2024. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Wealth Alliance reported no remaining Equity Residential position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 7,126 Equity Residential shares in Q1 2026, an estimated $449K.
  • Wealth Alliance first reported a position in Equity Residential in Q1 2020 and held it in 24 quarters.
  • Wealth Alliance's Equity Residential position peaked at $569K in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.