Public record / Tickers / EQR

EQR — EQUITY RESIDENTIAL

Both disclosure regimes on one name: who in Congress filed about EQR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming EQR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-20
filed 2025-08-20
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every EQR row by the provable lower bound, never a point estimate.

No member disclosed EQR in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EQR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EQR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-20Ritchie Torres D–NY-15SaleTraded 07-11 +40d$1K–$15K
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 2024-09-26 LATE·328d$1K–$15K
2025-05-16Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$50K–$100K
2023-05-26Dan Newhouse R–WA-4PurchaseTraded 04-26 +30d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in EQR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed EQR in the trailing 12 months.

Congress ↔ notable managers · EQR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EQUITY RESIDENTIAL

Merged timeline of congressional filings and notable-manager moves on EQR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+65,018 sh
2026-05-15Bridgewater Associates 13Fnew+8,441 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EQR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B1
3STATE STREET CORP$1.4B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
5APG Asset Management US Inc.$647M1
6GEODE CAPITAL MANAGEMENT, LLC$622M1
7First Eagle Investment Management, LLC$560M1
8FMR LLC$398M1
9NORTHERN TRUST CORP$373M1
10Invesco Ltd.$323M1
11DIMENSIONAL FUND ADVISORS LP$321M1
12Legal & General Group Plc$292M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$281M1
14MORGAN STANLEY$265M1
15DEUTSCHE BANK AG\$254M1
16Nuveen, LLC$182M1
17BANK OF AMERICA CORP /DE/$170M1
18AMERICAN CENTURY COMPANIES INC$167M1
19CANADA PENSION PLAN INVESTMENT BOARD$151M1
20PRUDENTIAL FINANCIAL INC$144M1
21Boston Partners$136M1
22Resolution Capital Ltd$121M1
23VANGUARD FIDUCIARY TRUST CO$115M1
24UBS Group AG$94.5M1
25TEACHER RETIREMENT SYSTEM OF TEXAS$91.7M1
26Amundi$90.2M1
27HSBC HOLDINGS PLC$86.9M1
28CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$82.2M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$80.3M1
30Holocene Advisors, LP$69.0M1
31Mitsubishi UFJ Asset Management Co., Ltd.$63.4M1
32Davis Asset Management, L.P.$63.2M1
33Swiss National Bank$62.7M1
34STIFEL FINANCIAL CORP$58.7M1
35Alyeska Investment Group, L.P.$55.3M1
36HEITMAN REAL ESTATE SECURITIES LLC$52.2M1
37FIRST TRUST ADVISORS LP$51.3M1
38CITIGROUP INC$49.8M1
39HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$49.3M1
40Vanguard Global Advisers, LLC$44.7M1
41PRINCIPAL FINANCIAL GROUP INC$43.0M1
42CHAI TRUST CO LLC$41.7M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$41.0M1
44Asset Management One Co., Ltd.$39.7M1
45NOMURA ASSET MANAGEMENT CO LTD$38.9M1
46SCHRODER INVESTMENT MANAGEMENT GROUP$38.8M1
47VANGUARD ASSET MANAGEMENT, Ltd$38.6M1
48SEI INVESTMENTS CO$38.6M1
49National Pension Service$38.2M1
50Clearbridge Investments, LLC$35.7M1
51RENAISSANCE TECHNOLOGIES LLC$35.2M1
52Seven Post Investment Office LP$35.1M1
53Aberdeen Group plc$33.6M1
54ADAGE CAPITAL PARTNERS GP, L.L.C.$33.0M1
55ALLIANCEBERNSTEIN L.P.$31.9M1
56MANUFACTURERS LIFE INSURANCE COMPANY, THE$30.2M1
57FIL Ltd$29.9M1
58CITADEL ADVISORS LLC$29.1M1
59Allianz Asset Management GmbH$28.5M1
60BAMCO INC /NY/$28.0M1
61ROYAL BANK OF CANADA$27.6M1
62Vanguard Investments Australia, Ltd.$25.6M1
63TOWN LANE MANAGEMENT LP$25.0M1
64Investure, LLC$24.8M1
65Pictet Asset Management Holding SA$23.7M1
66Universal- Beteiligungs- und Servicegesellschaft mbH$22.3M1
67MACQUARIE GROUP LTD$21.3M1
68Daiwa Securities Group Inc.$21.0M1
69BANK OF MONTREAL /CAN/$20.7M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$20.2M1
71Hazelview Securities Inc.$19.0M1
72PANAGORA ASSET MANAGEMENT INC$18.2M1
73AVIVA PLC$17.6M1
74APG Asset Management N.V.$17.3M1
75CIBC WORLD MARKET INC.$16.8M1
76Quantinno Capital Management LP$16.3M1
77Zurcher Kantonalbank (Zurich Cantonalbank)$16.2M1
78Hudson Bay Capital Management LP$16.2M1
79Retirement Systems of Alabama$15.7M1
80DANSKE BANK A/S$15.5M1
81Sophron Capital Management L.P.$15.2M1
82ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$15.1M1
83COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$14.9M1
84Mitsubishi UFJ Trust & Banking Corp$14.8M1
85TD ASSET MANAGEMENT INC$14.5M1
86Korea Investment CORP$14.3M1
87Coronation Fund Managers Ltd.$14.3M1
88STATE OF WISCONSIN INVESTMENT BOARD$14.3M1
89NEW YORK STATE COMMON RETIREMENT FUND$14.0M1
90STOREBRAND ASSET MANAGEMENT AS$14.0M1
91NATIONAL BANK OF CANADA /FI/$13.7M1
92WELLS FARGO & COMPANY/MN$13.6M1
93CIBC Bancorp USA Inc.$13.4M1
94AQR CAPITAL MANAGEMENT LLC$13.3M1
95Apollo Management Holdings, L.P.$13.2M1
96ROYAL LONDON ASSET MANAGEMENT LTD$13.0M1
97BNP Paribas Asset Management Holding S.A.$12.8M1
98Varma Mutual Pension Insurance Co$12.7M1
99Gotham Asset Management, LLC$12.6M1
100Resona Asset Management Co.,Ltd.$12.1M1
101U.S. Capital Wealth Advisors, LLC$11.2M1
102RAYMOND JAMES FINANCIAL INC$11.1M1
103EXCHANGE TRADED CONCEPTS, LLC$10.7M1
104Vert Asset Management LLC$10.4M1
105WORLDQUANT MILLENNIUM ADVISORS LLC$10.2M1
106Chevy Chase Trust Holdings, LLC$10.1M1
107SOROS FUND MANAGEMENT LLC$9.5M1
108Creative Planning$9.3M1
109TORONTO DOMINION BANK$9.2M1
110MERCER GLOBAL ADVISORS INC /ADV$9.0M1
111SEB Asset Management AB$8.9M1
112State of New Jersey Common Pension Fund D$8.6M1
113FRANKLIN RESOURCES INC$8.3M1
114Robeco Institutional Asset Management B.V.$8.1M1
115Sumitomo Mitsui DS Asset Management Company, Ltd$8.1M1
116BROOKFIELD Corp /ON/$8.1M1
117Quinn Opportunity Partners LLC$7.9M1
118IFM Investors Pty Ltd$7.8M1
119KLP KAPITALFORVALTNING AS$7.8M1
120NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7.7M1
121Soltis Investment Advisors LLC$7.7M1
122Bayhunt Capital LLC$7.6M1
123Presima Securities ULC$7.6M1
124QRG CAPITAL MANAGEMENT, INC.$7.3M1
125CARRONADE CAPITAL MANAGEMENT, LP$7.3M1
126UniSuper Management Pty Ltd$7.2M1
127NEOS Investment Management LLC$6.9M1
128Lansforsakringar Fondforvaltning AB (publ)$6.9M1
129CAPITOLIS LIQUID GLOBAL MARKETS LLC$6.9M1
130WELLINGTON MANAGEMENT GROUP LLP$6.8M1
131Edgestream Partners, L.P.$6.8M1
132FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.7M1
133Tredje AP-fonden$6.7M1
134ENVESTNET ASSET MANAGEMENT INC$6.5M1
135Investment Management Corp of Ontario$6.4M1
136Metis Global Partners, LLC$6.2M1
137NISSAY ASSET MANAGEMENT CORP /JAPAN$6.0M1
138MACKENZIE FINANCIAL CORP$5.9M1
139American Assets Investment Management, LLC$5.9M1
140SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.9M1
141USS Investment Management Ltd$5.9M1
142Andra AP-fonden$5.8M1
143Arizona State Retirement System$5.8M1
144PUBLIC SECTOR PENSION INVESTMENT BOARD$5.8M1
145STATE OF MICHIGAN RETIREMENT SYSTEM$5.6M1
146BANK OF NOVA SCOTIA$5.6M1
147Czech National Bank$5.5M1
148ProShare Advisors LLC$5.2M1
149WESTPAC BANKING CORP$5.1M1
150Masterton Capital Management, LP$5.0M1
151Corient Private Wealth LLC$5.0M1
152CIBC Asset Management Inc$4.9M1
153Consolidated Investment Group LLC$4.8M1
154NATIXIS$4.8M1
155Federation des caisses Desjardins du Quebec$4.7M1
156Mirae Asset Global Investments Co., Ltd.$4.7M1
157DnB Asset Management AS$4.6M1
158Eurizon Capital SGR S.p.A.$4.6M1
159NFJ INVESTMENT GROUP, LLC$4.4M1
160GUGGENHEIM CAPITAL LLC$4.4M1
161VOYA INVESTMENT MANAGEMENT LLC$4.3M1
162UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.3M1
163Wealthfront Advisers LLC$4.2M1
164Swedbank AB$4.1M1
165Alberta Investment Management Corp$4.1M1
166XPONANCE LLC$4.0M1
167Woodline Partners LP$4.0M1
168LPL Financial LLC$4.0M1
169Caprock Group, LLC$3.8M1
170Inspire Investing, LLC$3.8M1
171New Age Alpha Advisors, LLC$3.7M1
172Utah Retirement Systems$3.6M1
173Cetera Investment Advisers$3.6M1
174Janus Henderson Group Ltd.$3.6M1
175MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.5M1
176CREDIT AGRICOLE S A$3.3M1
177O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M1
178Ensign Peak Advisors, Inc$3.3M1
179Texas Yale Capital Corp.$3.3M1
180BARINGS LLC$3.1M1
181D. E. Shaw & Co., Inc.$3.1M1
182Vontobel Holding Ltd.$3.1M1
183Rakuten Investment Management, Inc.$3.0M1
184NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.0M1
185BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.0M1
186BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.9M1
187BDF-GESTION$2.8M1
188Candriam S.C.A.$2.8M1
189Illinois Municipal Retirement Fund$2.7M1
190ING GROEP NV$2.6M1
191Strategic Global Advisors, LLC$2.6M1
192Swiss Life Asset Management Ltd$2.5M1
193XTX Topco Ltd$2.4M1
194M&T BANK CORP$2.4M1
195OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
196AZZAD ASSET MANAGEMENT INC /ADV$2.3M1
197Squarepoint Ops LLC$2.2M1
198OP Asset Management Ltd$2.2M1
199Norinchukin Bank, The$2.2M1
200NORDEA INVESTMENT MANAGEMENT AB$2.2M1
201MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
202ASR Vermogensbeheer N.V.$2.2M1
203US BANCORP \DE\$2.1M1
204Beacon Pointe Advisors, LLC$2.0M1
205Summit Financial, LLC$2.0M1
206Rafferty Asset Management, LLC$2.0M1
207Machina Capital S.A.S.$2.0M1
208Vanguard Personalized Indexing Management, LLC$2.0M1
209JANE STREET GROUP, LLC$1.8M1
210MML INVESTORS SERVICES, LLC$1.8M1
211Summit Trail Advisors, LLC$1.8M1
212Vident Advisory, LLC$1.8M1
213ONTARIO TEACHERS PENSION PLAN BOARD$1.7M1
214Summit Place Financial Advisors, LLC$1.7M1
215Tidal Investments LLC$1.7M1
216Fisher Funds Management LTD$1.6M1
217Naviter Wealth, LLC$1.6M1
218Baird Financial Group, Inc.$1.6M1
219Vanderbilt University$1.6M1
220Avanza Fonder AB$1.6M1
221Ethic Inc.$1.5M1
222OSSIAM$1.5M1
223Sarasin & Partners LLP$1.5M1
224LECAP ASSET MANAGEMENT LTD$1.4M1
225DRW Securities, LLC$1.4M1
226WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M1
227VARCOV Co.$1.3M1
228MILLENNIUM MANAGEMENT LLC$1.3M1
229UHLMANN PRICE SECURITIES, LLC$1.3M1
230Dai-ichi Life Insurance Company, Ltd$1.3M1
231Crossmark Global Holdings, Inc.$1.2M1
232Fideuram Asset Management (Ireland) dac$1.2M1
233MIZUHO SECURITIES USA LLC$1.2M1
234Pathstone Holdings, LLC$1.2M1
235Havemeyer Place LP$1.2M1
236Brevan Howard Capital Management LP$1.2M1
237Sanctuary Advisors, LLC$1.1M1
238Global Wealth Management Investment Advisory, Inc.$1.1M1
239Jain Global LLC$1.1M1
240BLAIR WILLIAM & CO/IL$1.1M1
241Rockefeller Capital Management L.P.$1.1M1
242Maryland State Retirement & Pension System$1.1M1
243COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
244DoubleLine ETF Adviser LP$1.1M1
245Cerity Partners LLC$1.0M1
246OMERS ADMINISTRATION Corp$990K1
247Moran Wealth Management, LLC$947K1
248Caption Management, LLC$946K1
249Snowden Capital Advisors LLC$935K1
250UNITED CAPITAL FINANCIAL ADVISORS, LLC$907K1
251Meiji Yasuda Asset Management Co Ltd.$887K1
252JAMISON PRIVATE WEALTH MANAGEMENT, INC.$883K1
253Chicago Partners Investment Group LLC$863K1
254Man Group plc$858K1
255Allspring Global Investments Holdings, LLC$839K1
256MUFG Securities EMEA plc$834K1
257HighTower Advisors, LLC$833K1
258GeoWealth Management, LLC$826K1
259ABN AMRO INVESTMENT SOLUTIONS$822K1
260Saudi Central Bank$789K1
261TOKIO MARINE ASSET MANAGEMENT CO LTD$780K1
262Atom Investors LP$779K1
263EXENCIAL WEALTH ADVISORS, LLC$776K1
264Empowered Funds, LLC$770K1
265MQS Management LLC$760K1
266Sustainable Insight Capital Management, LLC$735K1
267RB Capital Management, LLC$731K1
268AE Wealth Management LLC$705K1
269Walleye Trading LLC$704K1
270Dynamic Technology Lab Private Ltd$702K1
271CONNING INC.$694K1
272NOMURA HOLDINGS INC$666K1
273FIFTH THIRD BANCORP$655K1
274NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$651K1
275North Dakota State Investment Board$648K1
276COMMERCE BANK$634K1
277OSAIC HOLDINGS, INC.$620K1
278Inspire Advisors, LLC$596K1
279Jefferies Financial Group Inc.$592K1
280Westerkirk Capital Inc.$586K1
281J. Safra Sarasin Holding AG$584K1
282WOLVERINE ASSET MANAGEMENT LLC$579K1
283OPPENHEIMER ASSET MANAGEMENT INC.$576K1
284LONGFELLOW INVESTMENT MANAGEMENT CO LLC$557K1
285EVENTIDE ASSET MANAGEMENT, LLC$553K1
286SECURIAN ASSET MANAGEMENT, INC$551K1
287GTS SECURITIES LLC$549K1
288CWM, LLC$545K1
289Krane Funds Advisors LLC$541K1
290INTECH INVESTMENT MANAGEMENT LLC$541K1
291TRUIST FINANCIAL CORP$538K1
292ASSETMARK, INC$527K1
293NewEdge Wealth, LLC$527K1
294Probity Advisors, Inc.$510K1
295Envestnet Portfolio Solutions, Inc.$503K1
296Bridgewater Associates, LP$499K1
297Latash Investments, LLC$487K1
298BROWN ADVISORY INC$480K1
299GROUP ONE TRADING LLC$474K1
300Fairtree Asset Management (Pty) Ltd$461K1
301IMC-Chicago, LLC$460K1
302Fiduciary Group, LLC$458K1
303LMR Partners LLP$457K1
304FIDUCIARY TRUST CO$426K1
305CAXTON ASSOCIATES LLP$425K1
306Atria Investments, Inc$419K1
307Kintegral Advisory, LLC$418K1
308State of Wyoming$417K1
309QUADRANT CAPITAL GROUP LLC$405K1
310Mystic Asset Management, Inc.$389K1
311LVW Advisors, LLC$389K1
312Bridgefront Capital, LLC$388K1
313AlphaStar Capital Management, LLC$375K1
314NewEdge Advisors, LLC$372K1
315BENJAMIN EDWARDS INC$357K1
316HB Wealth Management, LLC$348K1
317WINTON GROUP Ltd$334K1
318Mill Capital Management, LLC$334K1
319Callan Family Office, LLC$334K1
320TEMA ETFS LLC$331K1
321AlTi Global, Inc.$320K1
322Storen Legacy Partners, LLC$319K1
323&PARTNERS$314K1
324KESTRA PRIVATE WEALTH SERVICES, LLC$311K1
325CLIFFORD SWAN INVESTMENT COUNSEL LLC$310K1
326Siemens Fonds Invest GmbH$309K1
327VestGen Advisors, LLC$308K1
328Garner Asset Management Corp$304K1
329BALYASNY ASSET MANAGEMENT L.P.$304K1
330OPPENHEIMER & CO INC$302K1
331Platform Technology Partners$297K1
332WINEBRENNER CAPITAL MANAGEMENT LLC$297K1
333Frank, Rimerman Advisors LLC$295K1
334Private Advisor Group, LLC$292K1
335Brooklyn Investment Group$289K1
336Transamerica Financial Advisors, LLC$283K1
337First Affirmative Financial Network$281K1
338Merit Financial Group, LLC$279K1
339Dorsey & Whitney Trust CO LLC$279K1
340Premier Path Wealth Partners, LLC$277K1
341Prestige Wealth Management Group LLC$276K1
342MAI Capital Management$272K1
343PROFUND ADVISORS LLC$269K1
344FORTRESS PRIVATE LEDGER, LLC$267K1
345Kestra Advisory Services, LLC$263K1
346Cresset Asset Management, LLC$260K1
347Sequoia Financial Advisors, LLC$259K1
348HOWLAND CAPITAL MANAGEMENT LLC$258K1
349Wynn Capital, LLC$258K1
350PRUDENTIAL PLC$257K1
351Farringdon Capital, Ltd.$256K1
352Arch Global Advisors, LLC$255K1
353M&G Plc$253K1
354Oak Asset Management, LLC$253K1
355Avior Wealth Management, LLC$252K1
356Klingman & Associates, LLC$251K1
357Financial Advisors Network, Inc.$248K1
358GATEWAY INVESTMENT ADVISERS LLC$247K1
359Haverford Trust Co$247K1
360Sagewood Asset Management LP$247K1
361BINGHAM PRIVATE WEALTH, LLC$242K1
362PRINCIPAL SECURITIES, INC.$242K1
363PEAK6 LLC$241K1
364FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$240K1
365Kingsview Wealth Management, LLC$238K1
366Compound Planning, Inc.$238K1
367SIGNATUREFD, LLC$237K1
368Checchi Capital Advisers, LLC$237K1
369PATTON FUND MANAGEMENT, INC.$233K1
370Aprio Wealth Management, LLC$230K1
371S-Bank Fund Management Ltd$228K1
372IRON Financial LLC$221K1
373Sound View Wealth Advisors Group, LLC$220K1
374MISSION WEALTH MANAGEMENT, LP$218K1
375C2C Wealth Management, LLC$218K1
376American Investment Services, Inc.$217K1
377SUMMITRY LLC$211K1
378Quadrature Capital Ltd$211K1
379NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$211K1
380Orion Porfolio Solutions, LLC$211K1
381SNOWWATER INVESTMENT PARTNERS, LLC$209K1
382Shay Capital LLC$207K1
383Henshaw Capital LLC$207K1
384FUKOKU MUTUAL LIFE INSURANCE CO$206K1
385Gilman Hill Asset Management, LLC$204K1
386RENAISSANCE GROUP LLC$202K1
387Eurizon SLJ Capital Ltd$144K1
388TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$126K1
389Atlantic Union Bankshares Corp$116K1
390Bank Julius Baer & Co. Ltd, Zurich$114K1
391HM PAYSON & CO$112K1
392ELEVATION WEALTH PARTNERS, LLC$104K1
393Allworth Financial LP$93.5K1
394FEDERATED HERMES, INC.$85.2K1
395Muzinich & Co., Inc.$78.4K1
396Glen Eagle Advisors, LLC$76.6K1
397Manchester Capital Management LLC$73.9K1
398Blue Trust, Inc.$73.2K1
399MONTAG A & ASSOCIATES INC$72.7K1
400DELTA ASSET MANAGEMENT LLC/TN$71.0K1
401Cromwell Holdings LLC$69.8K1
402Deseret Mutual Benefit Administrators$63.1K1
403Global X Japan Co., Ltd.$61.4K1
404CANADA LIFE ASSURANCE Co$47.6K1
405Parkside Financial Bank & Trust$40.5K1
406TD Waterhouse Canada Inc.$38.7K1
407UMB Bank, n.a.$37.0K1
408Smartleaf Asset Management LLC$33.3K1
409Leonteq Securities AG$32.5K1
410Caitong International Asset Management Co., Ltd$31.2K1
411SALEM INVESTMENT COUNSELORS INC$29.9K1
412Owl Creek Wealth Partners LLC$26.5K1
413Legacy Bridge, LLC$26.1K1
414Grove Bank & Trust$23.8K1
415CENTRAL TRUST Co$23.7K1
416HHM Wealth Advisors, LLC$23.7K1
417Spire Wealth Management$23.4K1
418Steward Partners Investment Advisory, LLC$23.1K1
419Three Bearings Fiduciary Advisors, Inc.$21.2K1
420BLUELINE ADVISORS LLC$20.8K1
421Silvant Capital Management LLC$18.4K1
422Arax Advisory Partners$17.9K1
423BEACON INVESTMENT ADVISORY SERVICES, INC.$17.7K1
424Larson Financial Group LLC$17.2K1
425NEW YORK STATE TEACHERS RETIREMENT SYSTEM$16.3K1
426EASTERN BANK$15.4K1
427Godfrey Financial Associates, Inc.$14.8K1
428FARMERS & MERCHANTS INVESTMENTS INC$13.9K1
429VAN ECK ASSOCIATES CORP$13.7K1
430State of Alaska, Department of Revenue$13.2K1
431MCF Advisors LLC$12.3K1
432Private Wealth Management Group, LLC$12.0K1
433BROWN, LISLE/CUMMINGS, INC.$11.8K1
434VISION FINANCIAL MARKETS LLC$11.8K1
435West Branch Capital LLC$11.8K1
436Gold Investment Management Ltd.$11.7K1
437REAP Financial Group, LLC$11.5K1
438Gillson Capital LP$11.1K1
439MV CAPITAL MANAGEMENT, INC.$10.1K1
440Treasurer of the State of North Carolina$9.6K1
441DekaBank Deutsche Girozentrale$9.1K1
442CVA Family Office, LLC$9.0K1
443Kemnay Advisory Services Inc.$8.8K1
444Moisand Fitzgerald Tamayo, LLC$6.6K1
445Key FInancial Inc$6.3K1
446Pacifica Partners Inc.$6.1K1
447Physician Wealth Advisors, Inc.$5.9K1
448KBC Group NV$5.4K1
449Pinnacle Wealth Planning Services, Inc.$5.3K1
450Community Financial Services Group, LLC$5.2K1
451Clearstead Advisors, LLC$5.0K1
452MATHER GROUP, LLC.$4.9K1
453IMG Wealth Management, Inc.$4.8K1
454Sachetta, LLC$4.7K1
455THRIVENT FINANCIAL FOR LUTHERANS$4.7K1
456Vestcor Inc$4.7K1
457SHP Wealth Management$4.3K1
458Bell Investment Advisors, Inc$3.8K1
459Signature Equity Partners, LLC$3.8K1
460Ilmarinen Mutual Pension Insurance Co$3.8K1
461SUMMIT SECURITIES GROUP LLC$3.4K1
462Aurora Investment Managers, LLC.$3.3K1
463Tradewinds Capital Management, LLC$3.3K1
464SouthState Bank Corp$3.0K1
465Abound Wealth Management$3.0K1
466CNB Bank$2.9K1
467POM Investment Strategies, LLC$2.8K1
468Medallion Wealth Advisors, LLC$2.7K1
469Clayton Financial Group LLC$2.4K1
470Dogwood Wealth Management LLC$2.1K1
471FINANCIAL CONSULATE, INC$1.8K1
472Pacific Center for Financial Services$1.5K1
473Kentucky Retirement Systems$1.4K1
474Clark Wealth Partners$1.3K1
475Raleigh Capital Management Inc.$1.2K1
476ALBION FINANCIAL GROUP /UT$1.2K1
477Wall Street Financial Group, Inc.$1.2K1
478Crewe Advisors LLC$9481
479American Capital Advisory, LLC$9471
480PARK AVENUE SECURITIES LLC$7501
481Johnson Financial Group, Inc.$7191
482Nvest Wealth Strategies, Inc.$7101
483Penserra Capital Management LLC$6341
484Annis Gardner Whiting Capital Advisors, LLC$5391
485Retirement Wealth Solutions LLC$5331
486AMERIFLEX GROUP, INC.$5321
487Cambridge Investment Research Advisors, Inc.$2591
488GHP Investment Advisors, Inc.$2371
489Quaker Wealth Management, LLC$1191
490TFC Financial Management, Inc.$1191
491Activest Wealth Management$1181
492Beaird Harris Wealth Management, LLC$891
493DHJJ Financial Advisors, Ltd.$601
494MEEDER ASSET MANAGEMENT INC$591
495Smithfield Trust Co$591
496Avion Wealth$291
497Capital Analysts, LLC$61
498HAZLETT, BURT & WATSON, INC.$01
499VANGUARD GROUP INC$01
500GLENMEDE TRUST CO NA$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EQR

RETAINED WINDOW · ACTIVE HITS

Zero hits on EQR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EQR · financials and macro

Financials — as filed PLANNED

EQR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EQR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing