Latash Investments, LLC EQR EQUITY RESIDENTIAL

Ownership history in Latash Investments, LLC  ·  41 quarters on record

AI Ownership Summary

Latash Investments, LLC reported EQUITY RESIDENTIAL (EQR) in 41 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q3. The latest visible filing shows EQR at 0.38% 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 Latash Investments, LLC's position in EQUITY RESIDENTIAL, 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 Q1

EQR was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Latash Investments, LLC 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,226 0% 0.38% $487K 2026-05-13 $65.15
2025 Q4 UNCHANGED 8,226 0% 0.35% $519K 2026-02-13 $62.45
2025 Q3 UNCHANGED 8,226 0% 0.39% $532K 2025-11-12 $57.66
2025 Q2 UNCHANGED 8,226 0% 0.43% $555K 2025-08-13 $61.23
2025 Q1 UNCHANGED 8,226 0% 0.49% $589K 2025-05-13 $65.92
2024 Q4 UNCHANGED 8,226 0% 0.46% $590K 2025-02-12 $66.57
2024 Q3 UNCHANGED 8,226 0% 0.56% $613K 2024-11-14 $67.90
2024 Q2 UNCHANGED 8,226 0% 0.46% $570K 2024-08-14 $65.57
2024 Q1 UNCHANGED 8,226 0% 0.37% $519K 2024-05-14 $61.47
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Latash Investments, LLC and EQR

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

How long has Latash Investments, LLC reported owning EQR?

Latash Investments, LLC reported EQR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EQR position in Latash Investments, LLC's portfolio?

The largest reported portfolio weight for EQR was 0.56% in 2024 Q3.

What is the latest reported EQR position on this page?

The most recent filing on this page is 2026 Q1, when Latash Investments, LLC reported 8,226 shares, equal to 0.38% of portfolio, with an estimated market value of $487K.

What does the chart on this EQR ownership page compare?

The chart compares Latash Investments, LLC'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.

How well did Latash Investments, LLC time their EQR position?

Based on 13F filing dates vs. subsequent EQR price moves, Latash Investments, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on EQR relative to SPY over the holding period was -9.5%.

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