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Equity Residential shares owned by UMA Financial Services

Quarter-by-quarter ownership of Equity Residential (EQR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Equity Residential

Tip: Access up to 7 years of quarterly data

All positions including Equity Residential held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equity Residential by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $139k 2.1k 64.73
2025-06-30 $143k 2.1k 67.49
2025-03-31 $153k 2.1k 71.58
2024-12-31 $152k 2.1k 71.76

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Equity Residential

Vanguard Group
BlackRock
State Street Corporation
APG Asset Management US
Geode Capital Management
First Eagle Investment Management
FMR
Principal Financial Group
Northern Trust
Invesco
Dimensional Fund Advisors
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Equity Residential