Wealth Enhancement Advisory Services
EQR icon

Wealth Enhancement Advisory Services’s Equity Residential EQR Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.48M Sell
21,503
-97
-0.4% -$6.28K ﹤0.01% 1791
2026
Q1 		$1.3M Sell
21,600
-6,514
-23% -$402K ﹤0.01% 1648
2025
Q4 		$1.75M Buy
28,114
+4,741
+20% +$291K ﹤0.01% 1587
2025
Q3 		$1.46M Sell
23,373
-222
-0.9% -$14.5K ﹤0.01% 1637
2025
Q2 		$1.58M Buy
23,595
+2,996
+15% +$206K ﹤0.01% 1488
2025
Q1 		$1.47M Buy
20,599
+850
+4% +$60K ﹤0.01% 1401
2024
Q4 		$1.42M Buy
19,749
+357
+2% +$26.2K ﹤0.01% 1359
2024
Q3 		$1.44M Sell
19,392
-5,913
-23% -$427K ﹤0.01% 1214
2024
Q2 		$1.75M Buy
25,305
+5,913
+30% +$385K ﹤0.01% 1039
2024
Q1 		$1.22M Sell
19,392
-132
-0.7% -$8.04K ﹤0.01% 1144
2023
Q4 		$1.19M Buy
19,524
+13,915
+248% +$805K ﹤0.01% 1095
2023
Q3 		$329K Buy
+5,609
New +$362K ﹤0.01% 1687

Other funds holding EQR

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's EQR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Equity Residential (EQR) stake by 0.45% in Q2 2026, selling an estimated $6.28K and leaving 21,503 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Wealth Enhancement Advisory Services first reported a position in EQR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q2 2024. 136 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,503 shares of Equity Residential worth $1.48M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 97 Equity Residential shares in Q2 2026, an estimated $6.28K.
  • Equity Residential made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1791 holding.
  • Wealth Enhancement Advisory Services first reported a position in Equity Residential in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Equity Residential position peaked at $1.75M in Q2 2024.
  • 136 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.