Position in EQR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,559,860
-$548,947 QoQ
Shares Held
296,870
+3.3% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026AVIVA PLC holds $94,689,463 across 7 REIT - Residential names. EQR ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
122,816 | $20,061,993 | |
| 2 | EQR |
Equity Residential
This page
|
296,870 | $17,559,860 | |
| 3 | SUI |
Sun Communities Inc
|
104,744 | $13,193,554 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
52,845 | $12,788,490 | |
| 5 | INVH |
Invitation Homes Inc.
|
479,297 | $11,910,530 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
96,118 | $11,737,930 | |
| 7 | UDR |
UDR, Inc.
|
220,163 | $7,437,106 |
All Filings in EQR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,559,860 | 296,870 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $18,108,807 | 287,259 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $17,643,779 | 272,575 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,362,882 | 257,266 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $17,205,398 | 240,366 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,856,114 | 207,025 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,073,415 | 14,416 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,002,101 | 14,452 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $901,778 | 14,289 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $862,845 | 14,108 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,730,382 | 80,572 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,322,656 | 80,683 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $20,881,440 | 348,024 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $30,767,143 | 521,477 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $32,432,976 | 482,490 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,944,848 | 373,094 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $28,828,171 | 320,598 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,963,806 | 242,694 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $19,996,706 | 247,117 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,290,349 | 237,537 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $17,346,206 | 242,164 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,178,135 | 357,256 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $16,153,858 | 314,706 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,851,991 | 235,498 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,018,547 | 243,373 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||