Wealthspire Advisors (New York)’s Equity Residential EQR Stock Holding History

Wealthspire Advisors (New York)’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	-743	Closed	-$48.1K	–	1590
2025 Q3	$48.1K	Buy	+743	New	+$48.6K	﹤0.01%	1260
2020 Q2	–	Sell	-3,483	Closed	-$215K	–	349
2020 Q1	$215K	Buy	+3,483	New	+$269K	0.01%	467
2019 Q1	–	Sell	-94	Closed	-$6K	–	276
2018 Q4	$6K	Buy	+94	New	+$6.31K	﹤0.01%	608

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Wealthspire Advisors (New York)'s EQR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Equity Residential (EQR) in Q4 2025, closing a stake of 743 shares — an estimated $48.1K sold.

Wealthspire Advisors (New York) first reported a position in EQR in Q4 2018 and held it in 3 quarters. The position peaked at $215K in Q1 2020. 691 funds tracked by Wall St. Rank hold EQR as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Equity Residential position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 743 Equity Residential shares in Q4 2025, an estimated $48.1K.
Wealthspire Advisors (New York) first reported a position in Equity Residential in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Equity Residential position peaked at $215K in Q1 2020.
691 funds tracked by Wall St. Rank held Equity Residential as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.