As of the latest SEC filings, EQUITY RESIDENTIAL (EQR) is held by 650 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $877,358,279.84 in market value, representing 1.25% of its portfolio.
Funds holding EQUITY RESIDENTIAL (EQR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EQR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 1.25% | $877,358,279.84 | 13,419,368 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $673,511,297.55 | 11,386,497 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $516,764,921.40 | 8,736,516 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.23% | $458,177,201.30 | 7,746,022 | Mar 31, 2026 | May 28, 2026 |
|
SGIIX
First Eagle Global Fund
|
MF | Independent / Boutique | 0.54% | $404,699,257.90 | 6,189,955 | Apr 30, 2026 | Jun 25, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $278,518,746.45 | 4,406,245 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $261,509,721.20 | 4,421,128 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $235,637,747.80 | 3,983,732 | Mar 31, 2026 | May 28, 2026 |
|
PDGIX
T. Rowe Price Dividend Growth Fund, Inc.
|
MF | T. Rowe Price | 0.90% | $203,715,202.60 | 3,444,044 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $196,265,319.25 | 3,318,095 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.21% | $183,361,086.72 | 2,804,544 | Apr 30, 2026 | Jun 29, 2026 |
|
PAFDX
T. Rowe Price Equity Income Fund
|
MF | T. Rowe Price | 1.10% | $178,692,150.00 | 3,021,000 | Mar 31, 2026 | May 28, 2026 |
|
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 2.30% | $168,390,763.45 | 2,846,843 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 1.47% | $155,551,769.10 | 2,379,195 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 1.56% | $151,400,149.53 | 2,395,193 | Feb 28, 2026 | Apr 24, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.40% | $137,911,655.70 | 2,331,558 | Mar 31, 2026 | May 28, 2026 |
|
RRMVX
T. Rowe Price Mid-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.88% | $130,100,779.90 | 2,199,506 | Mar 31, 2026 | May 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 1.78% | $123,566,630.88 | 1,889,976 | Apr 30, 2026 | Jun 24, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $114,633,114.05 | 1,938,007 | Mar 31, 2026 | May 28, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 0.44% | $95,494,421.75 | 1,614,445 | Mar 31, 2026 | May 29, 2026 |
|
CSRIX
Cohen & Steers Institutional Realty Shares
|
MF | Cohen & Steers | 1.12% | $92,030,420.30 | 1,555,882 | Mar 31, 2026 | May 29, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.18% | $91,723,301.88 | 1,402,926 | Apr 30, 2026 | Jun 26, 2026 |
|
FRESX
Fidelity Real Estate Investment Portfolio
|
MF | Fidelity | 2.77% | $90,675,129.72 | 1,386,894 | Apr 30, 2026 | Jun 26, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 1.17% | $89,161,059.68 | 1,363,736 | Apr 30, 2026 | Jun 24, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.18% | $85,594,367.95 | 1,447,073 | Mar 31, 2026 | May 28, 2026 |
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