Position in EQR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,699,133
New position
Shares Held
25,013
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 188 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Curated Wealth Partners LLC holds $19,363,880 across 7 REIT - Residential names. EQR ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRT |
BRT Apartments Corp.
|
500,000 | $7,685,000 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
15,216 | $4,436,833 | |
| 3 | CPT |
Camden Property Trust
|
33,256 | $3,807,479 | |
| 4 | EQR |
Equity Residential
This page
|
25,013 | $1,699,133 | |
| 5 | AMH |
American Homes 4 Rent
|
25,817 | $865,385 | |
| 6 | CSR |
Centerspace
|
15,000 | $842,850 | |
| 7 | CLPR |
Clipper Realty Inc.
|
10,000 | $27,200 |
All Filings in EQR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,133 | 25,013 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||