West Branch Capital’s Equity Residential EQR Stock Holding History

West Branch 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
2026 Q2	$13.6K	Hold	200	–	–	﹤0.01%	220
2026 Q1	$11.8K	Hold	200	–	–	﹤0.01%	216
2025 Q4	$12.6K	Hold	200	–	–	﹤0.01%	236
2025 Q3	$12.9K	Hold	200	–	–	﹤0.01%	244
2025 Q2	$13.5K	Sell	200 -400	-67%	-$27.5K	﹤0.01%	241
2025 Q1	$42.9K	Hold	600	–	–	0.01%	161
2024 Q4	$43.1K	Hold	600	–	–	0.01%	160
2024 Q3	$44.7K	Hold	600	–	–	0.02%	166
2024 Q2	$41.6K	Hold	600	–	–	0.02%	169
2024 Q1	$37.9K	Hold	600	–	–	0.02%	182
2023 Q4	$36.7K	Hold	600	–	–	0.02%	181
2023 Q3	$35.2K	Hold	600	–	–	0.02%	186
2023 Q2	$39.6K	Hold	600	–	–	0.02%	178
2023 Q1	$36K	Hold	600	–	–	0.02%	193
2022 Q4	$35.4K	Hold	600	–	–	0.02%	186
2022 Q3	$40K	Hold	600	–	–	0.02%	182
2022 Q2	$43K	Hold	600	–	–	0.02%	181
2022 Q1	$54K	Hold	600	–	–	0.03%	181
2021 Q4	$54K	Hold	600	–	–	0.02%	195
2021 Q3	$49K	Hold	600	–	–	0.02%	189
2021 Q2	$46K	Buy	+600	New	+$45.4K	0.02%	201

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

West Branch Capital's EQR Position: Q2 2026 in Review

West Branch Capital held its Equity Residential (EQR) position steady in Q2 2026 at 200 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

West Branch Capital first reported a position in EQR in Q2 2021 and has held it in 21 quarters since. The position peaked at $54K in Q1 2022. 136 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

West Branch Capital held 200 shares of Equity Residential worth $13.6K as of Q2 2026.
West Branch Capital left its Equity Residential share count unchanged in Q2 2026.
Equity Residential made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #220 holding.
West Branch Capital first reported a position in Equity Residential in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Equity Residential position peaked at $54K in Q1 2022.
136 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.