EQUITY RESIDENTIAL (EQR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
30
Reporting holders
$49.7M
Reported value
0.0%
Calls
0.0%
Puts
-689
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $42.1M | 692,560 | 0.50% | new | NEW |
| Red Spruce Capital, LLC | $1.4M | 22,503 | 0.48% | new | NEW |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.1M | 17,933 | 0.09% | new | NEW |
| GAMMA Investing LLC | $1.1M | 17,614 | 0.04% | 12q | +39.4%+$302.5K |
| ARMSTRONG ADVISORY GROUP, INC | $767.2K | 12,627 | 0.05% | new | NEW |
| Canandaigua National Trust Co of Florida | $670.5K | 11,035 | 0.37% | new | NEW |
| Farther Finance Advisors, LLC | $661.3K | 10,884 | 0.00% | 16q | +59.4%+$246.4K |
| ELEVATION WEALTH PARTNERS, LLC | $353.5K | 5,818 | 0.10% | 11q | +228.0%+$245.7K |
| Legacy Wealth Asset Management, LLC | $314.7K | 5,180 | 0.07% | new | NEW |
| Montecito Bank & Trust | $243.8K | 4,013 | 0.04% | new | NEW |
| Everhart Financial Group, Inc. | $239.8K | 3,947 | 0.01% | new | NEW |
| Plan A Wealth LLC | $223.4K | 3,676 | 0.08% | 2q | +2.0%+$4.4K |
| MassMutual Private Wealth & Trust, FSB | $127.2K | 2,093 | 0.00% | 23q | +91.5%+$60.8K |
| Versant Capital Management, Inc | $90.7K | 1,493 | 0.01% | 32q | +7.9%+$6.6K |
| Rosenberg Matthew Hamilton | $79.0K | 1,301 | 0.01% | 22q | +47.8%+$25.6K |
| TOMPKINS FINANCIAL CORP | $76.3K | 1,256 | 0.01% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $68.6K | 1,129 | 0.01% | 3q | -27.8%-$26.4K |
| Planning Strategies Inc. | $32.7K | 538 | 0.02% | 2q | +87.5%+$15.3K |
| Grove Bank & Trust | $28.9K | 476 | 0.00% | 16q | +24.3%+$5.7K |
| EASTERN BANK | $17.2K | 283 | 0.00% | 9q | +8.4%+$1.3K |
| MJT & Associates Financial Advisory Group, Inc. | $14.2K | 234 | 0.01% | 7q | +118.7%+$7.7K |
| Byrne Asset Management LLC | $14.1K | 234 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $13.2K | 218 | 0.00% | 11q | +275.9%+$9.7K |
| Pensionfund PDN | $6.6K | 108,906 | 3.89% | 32q | +101.5%+$3.3K |
| Pacifica Partners Inc. | $6.2K | 103 | 0.00% | 5q | HELD |
| Noble Wealth Management PBC | $5.4K | 89 | 0.00% | new | NEW |
| Pensionfund Sabic | $3.2K | 52,347 | 3.84% | 32q | +102.5%+$1.6K |
| GK Wealth Management LLC | $2.7K | 45 | 0.00% | new | NEW |
| Retirement Wealth Solutions LLC | $2.0K | 33 | 0.00% | 3q | +266.7%+$1.5K |
| Davis Capital Management | $1.8K | 29 | 0.00% | 5q | +141.7%+$1.0K |
| Roxbury Financial LLC | $1.6K | 26 | 0.00% | 8q | -61.8%-$2.5K |
| Investors Research Corp | $668 | 11 | 0.00% | new | NEW |
| CX Institutional | $378 | 6,218 | 0.01% | 7q | +111.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $49.7M | 817,381 | 13 | 14 | 2 | 0.0% |
| Q2 2026 | 719 | $27.1B | 396,922,730 | 81 | 250 | 220 | 0.3% |
| Q1 2026 | 705 | $19.4B | 327,102,662 | 73 | 273 | 222 | 0.3% |
| Q4 2025 | 691 | $22.5B | 355,842,971 | 58 | 232 | 246 | 0.2% |
| Q3 2025 | 692 | $21.2B | 326,466,965 | 63 | 262 | 205 | 0.3% |
| Q2 2025 | 717 | $23.8B | 352,025,276 | 79 | 263 | 222 | 0.3% |
| Q1 2025 | 707 | $25.4B | 353,378,087 | 81 | 251 | 207 | 0.4% |
| Q4 2024 | 688 | $25.6B | 355,494,806 | 45 | 241 | 218 | 0.3% |
| Q3 2024 | 685 | $26.4B | 354,264,542 | 85 | 236 | 209 | 0.2% |
| Q2 2024 | 657 | $25.1B | 360,843,051 | 79 | 247 | 187 | 0.3% |
| Q1 2024 | 626 | $23.6B | 372,507,309 | 66 | 206 | 204 | 0.2% |
| Q4 2023 | 635 | $22.5B | 366,572,995 | 76 | 185 | 231 | 0.3% |
| Q3 2023 | 593 | $20.8B | 353,169,583 | 42 | 187 | 209 | 0.3% |
| Q2 2023 | 617 | $23.5B | 354,932,916 | 70 | 195 | 211 | 0.3% |
| Q1 2023 | 586 | $20.9B | 347,311,781 | 62 | 219 | 185 | 0.3% |
| Q4 2022 | 603 | $20.5B | 346,425,139 | 62 | 223 | 181 | 0.4% |
| Q3 2022 | 615 | $23.2B | 344,232,049 | 57 | 203 | 209 | 0.4% |
| Q2 2022 | 618 | $24.9B | 343,945,093 | 56 | 210 | 221 | 0.3% |
| Q1 2022 | 657 | $31.3B | 346,687,981 | 59 | 215 | 228 | 0.3% |
| Q4 2021 | 655 | $32.5B | 357,531,236 | 87 | 213 | 191 | 0.5% |
| Q3 2021 | 596 | $27.9B | 342,421,251 | 50 | 205 | 184 | 0.6% |
| Q2 2021 | 597 | $26.6B | 343,351,890 | 74 | 177 | 188 | 0.5% |
| Q1 2021 | 560 | $25.0B | 346,473,392 | 61 | 173 | 188 | 0.7% |
| Q4 2020 | 552 | $21.0B | 347,294,424 | 55 | 164 | 205 | 1.6% |
| Q3 2020 | 539 | $18.0B | 344,025,632 | 44 | 176 | 201 | 1.6% |
| Q2 2020 | 574 | $20.5B | 344,530,517 | 79 | 195 | 196 | 1.0% |
| Q1 2020 | 557 | $21.9B | 353,646,685 | 58 | 192 | 197 | 0.3% |
| Q4 2019 | 599 | $29.3B | 360,892,357 | 72 | 174 | 187 | 0.3% |
| Q3 2019 | 571 | $30.6B | 353,402,282 | 53 | 184 | 192 | 0.3% |
| Q2 2019 | 555 | $28.1B | 369,777,091 | 51 | 179 | 168 | 0.1% |
| Q1 2019 | 549 | $26.1B | 345,573,462 | 47 | 193 | 180 | 0.1% |
| Q4 2018 | 552 | $23.0B | 348,284,451 | 6 | 9 | 12 | 0.1% |