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US ˙ NYSE ˙ US29476L1070

SecurityEQR / Equity Residential
InstitutionWealth Alliance
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Wealth Alliance closes position in EQR / Equity Residential

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 0 shares of Equity Residential (US:EQR) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,126 shares of Equity Residential. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 0 -100.00 0
2026-02-13 2025-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,126 -876 -10.95 449 -13.15 0.0440
2025-11-07 2025-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,002 -194 -2.37 518 -6.51 0.0533
2025-08-08 2025-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 8,196 265 3.34 553 -2.47 0.0618
2025-05-05 2025-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,931 466 6.24 568 5.98 0.0687
2025-02-03 2024-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,465 -173 -2.26 536 -5.81 0.0641
2024-11-04 2024-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,638 -22 -0.29 569 6.97 0.0679
2024-08-09 2024-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,660 1,195 18.48 531 30.47 0.0686
2024-05-10 2024-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,465 -710 -9.90 408 -7.08 0.0535
2024-01-30 2023-12-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,175 383 5.64 439 10.05 0.0615
2023-11-09 2023-09-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 6,792 -1,035 -13.22 399 -22.87 0.0629
2023-08-02 2023-06-30 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,827 70 0.90 516 10.97 0.0772
2023-05-11 2023-03-31 13F EQUITY RESIDENTIAL SH BEN INT 29476L107 7,757 2,476 46.89 465 49.52 0.0754
2023-02-13 2022-12-31 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 5,281 -17 -0.32 312 -12.64 0.0553
2022-11-14 2022-09-30 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 5,298 862 19.43 356 11.25 0.0703
2022-10-11 2022-06-30 13F/A-1 EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 4,436 -547 -10.98 320 -28.57 0.0614
2022-08-15 2022-06-30 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 4,436 -547 320 0.0389
2022-05-10 2022-03-31 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 4,983 -59 -1.17 448 -1.75 0.0639
2022-02-14 2021-12-31 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 5,042 -451 -8.21 456 2.70 0.0917
2021-11-12 2021-09-30 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 5,493 19 0.35 444 5.46 0.0997
2021-08-16 2021-06-30 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 5,474 -425 -7.20 421 -0.47 0.0991
2021-05-18 2021-03-31 13F EQUITY RESIDENTIAL SBI USD0.01 REIT 29476L107 5,899 -210 -3.44 423 16.85 0.1185
2021-02-11 2020-12-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 6,109 1,210 24.70 362 44.22 0.1067
2020-12-01 2020-09-30 13F/A-1 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 4,899 215 4.59 251 -8.73 0.0902
2020-11-13 2020-09-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 4,899 215 251 73,828.0894
2020-08-14 2020-06-30 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 4,684 1,143 32.28 275 26.15 0.1086
2020-05-15 2020-03-31 13F EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 3,541 3,541 218 0.1175
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.