Position in EQR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$38,573,430
-$6,234,834 QoQ
Shares Held
652,129
-8.3% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026SEI INVESTMENTS CO holds $472,801,053 across 18 REIT - Residential names. EQR ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
771,978 | $97,238,348 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
361,694 | $87,529,948 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
957,634 | $59,775,514 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,053,588 | $51,031,660 | |
| 5 | AVB |
Avalonbay Communities Inc
|
271,640 | $44,372,393 | |
| 6 | EQR |
Equity Residential
This page
|
652,129 | $38,573,430 | |
| 7 | UDR |
UDR, Inc.
|
981,797 | $33,165,101 | |
| 8 | AMH |
American Homes 4 Rent
|
663,755 | $18,532,039 |
All Filings in EQR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,573,430 | 652,129 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,808,264 | 710,791 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,306,210 | 483,643 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,152,913 | 402,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,861,917 | 766,442 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $62,917,947 | 876,783 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $72,716,816 | 976,589 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $79,480,558 | 1,146,244 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $67,014,110 | 1,061,862 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $36,585,789 | 598,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $64,904,373 | 1,105,508 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,958,755 | 1,090,780 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $72,522,300 | 1,208,705 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $66,246,557 | 1,122,823 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $73,989,321 | 1,100,704 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $73,332,981 | 1,015,411 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $73,485,771 | 817,235 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $76,853,143 | 849,206 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $60,090,624 | 742,593 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $55,153,868 | 716,284 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $53,209,270 | 742,835 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $36,438,881 | 614,691 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $23,313,007 | 454,179 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $17,751,581 | 301,795 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $37,452,600 | 606,913 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||