Position in EQR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,454,145
+$13,986,459 QoQ
Shares Held
514,863
+97.1% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $54,885,065 across 18 REIT - Residential names. EQR ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
This page
|
514,863 | $30,454,145 | |
| 2 | AVB |
Avalonbay Communities Inc
|
66,345 | $10,837,455 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
51,010 | $6,229,340 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
16,198 | $3,919,916 | |
| 5 | SUI |
Sun Communities Inc
|
14,521 | $1,829,065 | |
| 6 | CPT |
Camden Property Trust
|
4,108 | $401,187 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
5,554 | $346,680 | |
| 8 | AMH |
American Homes 4 Rent
|
7,068 | $197,338 |
All Filings in EQR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,454,145 | 514,863 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,467,686 | 261,226 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,468,269 | 238,966 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,978,528 | 192,303 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,201,724 | 142,522 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,335,952 | 102,229 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,854,568 | 65,197 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,365,880 | 34,120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,781 | 12,245 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $221,582 | 3,623 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $54,013 | 920 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $60,692 | 920 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $55,200 | 920 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $54,280 | 920 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $109,837 | 1,634 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $106,885 | 1,480 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $129,484 | 1,440 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $113,758 | 1,257 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $103,011 | 1,273 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $160,468 | 2,084 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $156,439 | 2,184 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $138,833 | 2,342 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $284,452 | 4,836 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,348,980 | 21,860 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||