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Eqt Real Estate

SEC-registered adviser since 2012Radnor, PACRD 161935

16
Clients
101
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Eqt Real Estate is an investment adviser headquartered in Radnor, Pennsylvania, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Eqt Real Estate Holdings US, Inc. owns 75% or more of Eqt Real Estate.

Clients

Eqt Real Estate serves 16 clients. The average client has about $2.20 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles16 clients100%
Show client breakdown
Pooled investment vehicles
Clients
16
Regulatory AUM
$35,141,945,668
Share
100.0%
Avg. per client
$2.20B

Total

Clients
16
Regulatory AUM
$35,141,945,668
Share
100%
Avg. per client
$2.20B

What it does

Eqt Real Estate provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Eqt Real Estate provided financial planning to 0 clients last fiscal year and advises 15 private funds.

100.0% of assets ($35.14B across 16 accounts) are managed with discretion. 31% of clients are outside the U.S., and 16 clients received advice without assets under management last fiscal year.

Custodians

Eqt Real Estate has custody of client assets.

Managed account assets by custodian
  • All other custodians$35.14B100%

Ownership and leadership

Eqt Real Estate Holdings US, Inc. owns 75% or more of Eqt Real Estate.

Who owns the firm
Eqt Real Estate, LLC· the adviser
  • Eqt Real Estate Holdings US, Inc.

    Control person · since April 2021

    Owns 75% or more of Eqt Real Estate, LLC

Leadership

  • Henry Steinberg
    Director, President
  • John Lloyd
    Director, Chief Financial Officer
  • Barry Breen
    Chief Compliance Officer
  • Matthew Brodnick
    Director, Chief Investment Officer
  • Brian Fogarty
    Director

Staff

  • 222 employees
  • 101 in advisory functions

Fees

Eqt Real Estate is paid through a percentage of assets under management and performance-based fees.

Eqt Real Estate’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Eqt Real Estate has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

Pennsylvania · 1 listed address

  • Five Radnor Corporate Center, 100 Matsonford Road, Suite 250, RadnorHQ

Registration details

Legal name
Eqt Real Estate, LLC
Headquarters
Five Radnor Corporate Center, 100 Matsonford Road, Suite 250, Radnor, PA 19087
Website
Not reported
SEC file
801-74368
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Eqt Real Estate have?

Eqt Real Estate has 16 clients and manages $35.1 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Eqt Real Estate offer?

Eqt Real Estate provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Eqt Real Estate have?

Eqt Real Estate has 0 investment adviser representatives registered with state securities authorities, out of 222 employees, and 101 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Eqt Real Estate?

Eqt Real Estate is owned through a holding company by Eqt Ab. Its direct owner is Eqt Real Estate Holdings US, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Eqt Real Estate get paid?

Eqt Real Estate is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 161935.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Eqt Real Estate, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.