Position in EQR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,975,057
-$241,625 QoQ
Shares Held
67,203
+0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6.429772480395221.ToString("F0")%
Shared 0.ToString("F0")%
None 93.57022751960477.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $56,813,236 across 17 REIT - Residential names. EQR ranks #7 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
33,189 | $8,031,738 | |
| 2 | AVB |
Avalonbay Communities Inc
|
45,515 | $7,434,875 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
50,990 | $6,226,898 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
95,788 | $5,979,086 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
331,520 | $4,936,332 | |
| 6 | UDR |
UDR, Inc.
|
142,619 | $4,817,669 | |
| 7 | EQR |
Equity Residential
This page
|
67,203 | $3,975,057 | |
| 8 | SUI |
Sun Communities Inc
|
27,803 | $3,502,065 |
All Filings in EQR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,975,057 | 67,203 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,216,682 | 66,889 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,568,902 | 70,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,285,884 | 63,504 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,436,456 | 61,979 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,370,112 | 60,899 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,281,971 | 57,507 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,919,720 | 56,529 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,393,929 | 53,778 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,688,559 | 60,310 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,635,499 | 61,923 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,195,164 | 63,592 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,643,980 | 60,733 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,542,301 | 60,039 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,907,700 | 58,133 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,461,287 | 47,927 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,086,594 | 45,447 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,955,302 | 43,705 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,540,816 | 43,757 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,188,339 | 41,407 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,764,201 | 38,590 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,890,498 | 31,891 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $485,222 | 9,453 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,942,942 | 33,032 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,992,060 | 32,281 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||