AEW CAPITAL MANAGEMENT L P EQR Equity Residential REIT

Ownership history in AEW CAPITAL MANAGEMENT L P  ·  90 quarters on record

AI Ownership Summary

AEW CAPITAL MANAGEMENT L P reported Equity Residential REIT (EQR) in 90 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.39% in 2025 Q2. The latest visible filing shows EQR at 0.73% 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 Q2

EQR was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q2

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 Q2

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 Q2 REDUCED 179,384 -90 -0.1% 0.73% $12.2M 2026-08-04 $66.45
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
2024 Q1 REDUCED 337,241 -53,970 -13.8% 1.04% $21.3M 2024-05-08
80 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 Q1 through 2026 Q2.

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

The largest reported portfolio weight for EQR was 1.39% in 2025 Q2.

What is the latest reported EQR position on this page?

The most recent filing on this page is 2026 Q2, when AEW CAPITAL MANAGEMENT L P reported 179,384 shares, equal to 0.73% of portfolio, with an estimated market value of $12.2M.

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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