Position in EQR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$93,457
+$12,892 QoQ
Shares Held
1,580
+23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.44303797468354433.ToString("F0")%
Shared 0.ToString("F0")%
None 99.55696202531645.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $7,495,951 across 19 REIT - Residential names. EQR ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
34,434 | $4,205,080 | |
| 2 | AVB |
Avalonbay Communities Inc
|
6,852 | $1,119,274 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
3,258 | $788,436 | |
| 4 | AMH |
American Homes 4 Rent
|
23,653 | $660,391 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,155 | $177,801 | |
| 6 | MRP |
Millrose Properties, Inc.
|
4,704 | $131,712 | |
| 7 | EQR |
Equity Residential
This page
|
1,580 | $93,457 | |
| 8 | UDR |
UDR, Inc.
|
2,323 | $78,470 |
All Filings in EQR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,457 | 1,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $80,565 | 1,278 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $53,013 | 819 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $45,488 | 674 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $66,497 | 929 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $44,993 | 627 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $37,527 | 504 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $37,374 | 539 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $35,026 | 555 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29,846 | 488 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,974 | 221 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $26,388 | 400 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,500 | 125 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,304 | 56 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,444 | 81 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,098 | 486 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $29,493 | 328 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $29,141 | 322 | Shares | Sole | 2022-01-21 | |
| 2021-03-31 | $214 | 3 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $177 | 3 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $153 | 3 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $176 | 3 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $185 | 3 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||