AEW CAPITAL MANAGEMENT L P EQR — Equity Residential REIT

Ownership history in AEW CAPITAL MANAGEMENT L P  ·  91 quarters on record

AI Ownership Summary

AEW CAPITAL MANAGEMENT L P reported Equity Residential REIT (EQR) in 91 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 6.78% in 2026 Q3. The latest visible filing shows EQR at 6.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EQR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AEW CAPITAL MANAGEMENT L P's position in Equity Residential REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EQR was reported at 6.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.78% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AEW CAPITAL MANAGEMENT L P held EQR — position size vs. price
% of Fund (quarterly)    EQR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,738,985 +1,559,601 +869.4% 6.78% $105.7M 2026-11-06 $63.66
2026 Q2 REDUCED — — — 179,384 -90 -0.1% 0.73% $12.2M 2026-08-04 —
2026 Q1 REDUCED — — — 179,474 -6,706 -3.6% 0.77% $10.6M 2026-04-28 —
2025 Q4 ADDED — — — 186,180 +4,760 +2.6% 0.85% $11.7M 2026-02-06 —
2025 Q3 REDUCED — — — 181,420 -209,881 -53.6% 0.65% $11.7M 2025-11-10 —
2025 Q2 ADDED — — — 391,301 +14,310 +3.8% 1.39% $26.4M 2025-08-06 —
2025 Q1 ADDED — — — 376,991 +42,260 +12.6% 1.32% $27.0M 2025-05-14 —
2024 Q4 ADDED — — — 334,731 +14,230 +4.4% 1.16% $24.0M 2025-02-05 —
2024 Q3 REDUCED — — — 320,501 -20,420 -6.0% 1.03% $23.9M 2024-11-14 —
2024 Q2 ADDED — — — 340,921 +3,680 +1.1% 1.14% $23.6M 2024-08-14 —
81 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AEW CAPITAL MANAGEMENT L P and EQR

These are the practical questions this page is built to answer before you even open the full history table.

How long has AEW CAPITAL MANAGEMENT L P reported owning EQR?

AEW CAPITAL MANAGEMENT L P reported EQR across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EQR position in AEW CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for EQR was 6.78% in 2026 Q3.

What is the latest reported EQR position on this page?

The most recent filing on this page is 2026 Q3, when AEW CAPITAL MANAGEMENT L P reported 1,738,985 shares, equal to 6.78% of portfolio, with an estimated market value of $105.7M.

What does the chart on this EQR ownership page compare?

The chart compares AEW CAPITAL MANAGEMENT L P's quarterly EQR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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