Position in EQR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$12,007
-$1,987 QoQ
Shares Held
203
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Private Wealth Management Group, LLC holds $34,171 across 11 REIT - Residential names. EQR ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
This page
|
203 | $12,007 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
47 | $5,739 | |
| 3 | BRT |
BRT Apartments Corp.
|
331 | $4,415 | |
| 4 | INVH |
Invitation Homes Inc.
|
145 | $3,603 | |
| 5 | AVB |
Avalonbay Communities Inc
|
17 | $2,776 | |
| 6 | UDR |
UDR, Inc.
|
76 | $2,567 | |
| 7 | CPT |
Camden Property Trust
|
10 | $976 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
36 | $900 |
All Filings in EQR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,007 | 203 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,994 | 222 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,868 | 137 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,473 | 170 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,591 | 134 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,615 | 134 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,977 | 134 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,222 | 133 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,393 | 133 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,134 | 133 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||