# EQUITY RESIDENTIAL (EQR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EQR/

- Reporting holders: 30
- Reported value: $49.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $42.1M | 692,560 | 0.5% | 1 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $1.4M | 22,503 | 0.5% | 1 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.1M | 17,933 | 0.1% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.1M | 17,614 | 0.0% | 12 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $767.2K | 12,627 | 0.0% | 1 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $670.5K | 11,035 | 0.4% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $661.3K | 10,884 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $353.5K | 5,818 | 0.1% | 11 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $314.7K | 5,180 | 0.1% | 1 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $243.8K | 4,013 | 0.0% | 1 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $239.8K | 3,947 | 0.0% | 1 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $223.4K | 3,676 | 0.1% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $127.2K | 2,093 | 0.0% | 23 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $90.7K | 1,493 | 0.0% | 32 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $79.0K | 1,301 | 0.0% | 22 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $76.3K | 1,256 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $68.6K | 1,129 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $32.7K | 538 | 0.0% | 2 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $28.9K | 476 | 0.0% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $17.2K | 283 | 0.0% | 9 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $14.2K | 234 | 0.0% | 7 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $14.1K | 234 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $13.2K | 218 | 0.0% | 11 |
| [Pensionfund PDN](https://holderbook.com/funds/1297731-pensionfund-pdn/) | $6.6K | 108,906 | 3.9% | 32 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $6.2K | 103 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $49.7M |
| Q2 2026 | 719 | $27.1B |
| Q1 2026 | 705 | $19.4B |
| Q4 2025 | 691 | $22.5B |
| Q3 2025 | 692 | $21.2B |
| Q2 2025 | 717 | $23.8B |
| Q1 2025 | 707 | $25.4B |
| Q4 2024 | 688 | $25.6B |
| Q3 2024 | 685 | $26.4B |
| Q2 2024 | 657 | $25.1B |
| Q1 2024 | 626 | $23.6B |
| Q4 2023 | 635 | $22.5B |

