Position in EQR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$58,671,295
+$52,490,414 QoQ
Shares Held
991,907
+911.7% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.1169746760533.ToString("F0")%
Shared 0.504079515519096.ToString("F0")%
None 3.3789458084276047.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $97,090,027 across 14 REIT - Residential names. EQR ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
This page
|
991,907 | $58,671,295 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
99,748 | $12,181,223 | |
| 3 | AVB |
Avalonbay Communities Inc
|
48,091 | $7,855,663 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,199 | $4,888,158 | |
| 5 | CPT |
Camden Property Trust
|
30,810 | $3,008,904 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
44,783 | $2,795,353 | |
| 7 | BRT |
BRT Apartments Corp.
|
166,190 | $2,216,974 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
47,060 | $1,176,500 |
All Filings in EQR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,671,295 | 991,907 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,180,881 | 98,047 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,972,844 | 107,722 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,314,499 | 49,111 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,411,072 | 47,654 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,330,882 | 46,417 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,470,431 | 46,608 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,280,474 | 47,310 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,967,620 | 47,023 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,937,695 | 48,033 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,940,430 | 50,084 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,172,033 | 48,083 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,005,880 | 50,098 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,143,697 | 53,283 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,360,694 | 64,872 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,865,273 | 81,214 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,457,964 | 82,940 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,598,304 | 50,810 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,196,662 | 39,504 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,202,969 | 41,597 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,860,685 | 39,937 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,089,263 | 35,244 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,812,974 | 35,320 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,671,014 | 45,410 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,357,700 | 54,411 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||