Ray Dalio's EQR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 8,441 shares of Equity Residential (EQR) worth $499,285, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EQR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 260,059 shares. Largest reduction occurred in Q1 2023, reducing 315,338 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Equity Residential (EQR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equity Residential (EQR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8,441 | New Buy | 8,441 | $59.15 |
| Q1 2023 | -315,338 | Sold Out | 0 | $0.00 |
| Q4 2022 | -25,183 | Reduce 7.40% | 315,338 | $59.00 |
| Q3 2022 | -120,987 | Reduce 26.22% | 340,521 | $67.22 |
| Q2 2022 | +260,059 | Add 129.09% | 461,508 | $72.22 |
| Q1 2022 | +167,519 | Add 493.72% | 201,449 | $89.92 |
| Q4 2021 | +18,531 | Add 120.34% | 33,930 | $90.51 |
| Q3 2021 | +520 | Add 3.49% | 15,399 | $80.91 |
| Q2 2021 | +14,879 | New Buy | 14,879 | $77.02 |
| Q3 2020 | -13,546 | Sold Out | 0 | $0.00 |
| Q2 2020 | -6,883 | Reduce 33.69% | 13,546 | $58.84 |
| Q1 2020 | +20,429 | New Buy | 20,429 | $61.73 |
| Q4 2018 | -11,011 | Sold Out | 0 | $0.00 |
| Q3 2018 | +2,305 | Add 26.48% | 11,011 | $66.30 |
| Q2 2018 | +8,706 | New Buy | 8,706 | $63.63 |
| Q1 2018 | -8,991 | Sold Out | 0 | $0.00 |
| Q4 2017 | +5,898 | Add 190.69% | 8,991 | $63.73 |
| Q3 2017 | +3,093 | New Buy | 3,093 | $65.96 |
| Q3 2016 | -4,607 | Sold Out | 0 | $0.00 |
| Q2 2016 | +4,607 | New Buy | 4,607 | $68.81 |
| Q4 2014 | -5,026 | Sold Out | 0 | $0.00 |
| Q3 2014 | +5,026 | New Buy | 5,026 | $61.68 |
| Q4 2013 | -11,734 | Sold Out | 0 | $0.00 |
| Q3 2013 | +3,200 | Add 37.50% | 11,734 | $53.60 |
| Q2 2013 | +8,534 | Add 0.00% | 8,534 | $58.00 |
Ray Dalio's Equity Residential Investment FAQs
Ray Dalio first purchased Equity Residential (EQR) in Q2 2013, acquiring 8,534 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Equity Residential (EQR) for 25 quarters since Q2 2013.
Ray Dalio's largest addition to Equity Residential (EQR) was in Q2 2022, adding 461,508 shares worth $33.33 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 8,441 shares of Equity Residential (EQR), valued at approximately $499,285.
As of the Q1 2026 filing, Equity Residential (EQR) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Equity Residential (EQR) was 461,508 shares, as reported at the end of Q2 2022.