Joel Greenblatt's EQR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 148,067 shares of Equity Residential (EQR) worth $9.33 M, representing 0.03% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in EQR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 55,595 shares. Largest reduction occurred in Q2 2020, reducing 35,251 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Equity Residential (EQR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equity Residential (EQR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +33,101 | Add 28.79% | 148,067 | $63.04 |
| Q3 2025 | +55,595 | Add 93.64% | 114,966 | $64.73 |
| Q2 2025 | +24,580 | Add 70.65% | 59,371 | $67.49 |
| Q1 2025 | +8,146 | Add 30.57% | 34,791 | $71.58 |
| Q4 2024 | +7,250 | Add 37.38% | 26,645 | $71.76 |
| Q3 2024 | +996 | Add 5.41% | 19,395 | $74.46 |
| Q2 2024 | +11,434 | Add 164.16% | 18,399 | $69.34 |
| Q1 2024 | +6,965 | New Buy | 6,965 | $63.11 |
| Q3 2023 | -7,865 | Sold Out | 0 | $0.00 |
| Q2 2023 | -10,070 | Reduce 56.15% | 7,865 | $65.97 |
| Q1 2023 | +4,037 | Add 29.05% | 17,935 | $60.00 |
| Q4 2022 | +8,488 | Add 156.89% | 13,898 | $59.00 |
| Q3 2022 | +5,410 | New Buy | 5,410 | $67.28 |
| Q1 2022 | -2,825 | Sold Out | 0 | $0.00 |
| Q4 2021 | +2,825 | New Buy | 2,825 | $90.62 |
| Q2 2020 | -35,251 | Sold Out | 0 | $0.00 |
| Q1 2020 | +14,359 | Add 68.73% | 35,251 | $61.70 |
| Q4 2019 | -7,046 | Reduce 25.22% | 20,892 | $80.94 |
| Q3 2019 | +8,617 | Add 44.60% | 27,938 | $86.26 |
| Q2 2019 | -706 | Reduce 3.53% | 19,321 | $75.93 |
| Q1 2019 | -8,126 | Reduce 28.86% | 20,027 | $75.30 |
| Q4 2018 | +16,133 | Add 134.22% | 28,153 | $66.00 |
| Q3 2018 | +2,030 | Add 20.32% | 12,020 | $66.22 |
| Q2 2018 | -4,966 | Reduce 33.20% | 9,990 | $63.66 |
| Q1 2018 | +14,956 | New Buy | 14,956 | $61.65 |
Joel Greenblatt's Equity Residential Investment FAQs
Joel Greenblatt first purchased Equity Residential (EQR) in Q1 2018, acquiring 14,956 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Equity Residential (EQR) for 25 quarters since Q1 2018.
Joel Greenblatt's largest addition to Equity Residential (EQR) was in Q3 2025, adding 114,966 shares worth $7.44 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 148,067 shares of Equity Residential (EQR), valued at approximately $9.33 M.
As of the Q4 2025 filing, Equity Residential (EQR) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Equity Residential (EQR) was 148,067 shares, as reported at the end of Q4 2025.