EQR — EQUITY RESIDENTIAL

Ownership history in Fulcrum Asset Management LLP  ·  7 quarters on record

This page tracks every 13F SEC filing in which Fulcrum Asset Management LLP reported a position in EQUITY RESIDENTIAL (EQR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.92% (2025 Q4)
Avg. % of fund
0.94%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,861 +44,444 +10658.0% 3.92% $14.1M $62.35
2025 Q3 REDUCED 417 -16,763 -97.6% 0.01% $15K $64.02
2022 Q1 REDUCED 17,180 -3,703 -17.7% 0.44% $1.5M $77.19
2021 Q4 UNCHANGED 20,883 — 0% 0.82% $1.7M $77.13
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EQR price (monthly, adj. close)

Other funds also holding EQR

As of 2025 Q4 — sorted by position size

Masterton Capital Management, LP 3Y 14.77% Starwood Capital Group Management, L.L.C. 3Y 7Y 12.19% Seven Post Investment Office LP 3Y 7Y 7.31% APG Asset Management US Inc. 3Y 7Y 5.6% Hazelview Securities Inc. 3Y 7Y 5.06% Presima Securities ULC 3Y 7Y 4.65% CHAI TRUST CO LLC 3Y 7Y 3.69% Vert Asset Management LLC 3Y 3.68% Adelante Capital Management LLC 3Y 7Y 3.63% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 3.51%
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