Position in EQR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,618,619
-$227,199 QoQ
Shares Held
61,177
+0.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $36,699,640 across 18 REIT - Residential names. EQR ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
87,049 | $10,630,423 | |
| 2 | AVB |
Avalonbay Communities Inc
|
40,354 | $6,591,825 | |
| 3 | EQR |
Equity Residential
This page
|
61,177 | $3,618,619 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
239,550 | $3,566,899 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
10,005 | $2,421,210 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
30,740 | $1,918,790 | |
| 7 | AMH |
American Homes 4 Rent
|
59,134 | $1,651,021 | |
| 8 | SUI |
Sun Communities Inc
|
10,629 | $1,338,828 |
All Filings in EQR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,618,619 | 61,177 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,845,818 | 61,006 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,745,938 | 73,319 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,241,544 | 48,030 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,424,888 | 47,847 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,301,677 | 46,010 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,303,268 | 44,363 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,214,117 | 46,353 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,840,517 | 45,009 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||