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Advisor Group’s Equity Residential EQR Stock Holding History

Advisor Group’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$258K Sell
3,198
-245
-7% -$20.9K ﹤0.01% 2192
2019
Q3 		$297K Buy
3,443
+89
+3% +$7.28K ﹤0.01% 2018
2019
Q2 		$255K Buy
3,354
+240
+8% +$18.3K ﹤0.01% 2117
2019
Q1 		$234K Buy
3,114
+45
+1% +$3.24K ﹤0.01% 2153
2018
Q4 		$202K Buy
3,069
+179
+6% +$12K ﹤0.01% 2080
2018
Q3 		$191K Buy
2,890
+452
+19% +$29.9K ﹤0.01% 2197
2018
Q2 		$155K Sell
2,438
-1,070
-31% -$66.7K ﹤0.01% 2171
2018
Q1 		$216K Sell
3,508
-941
-21% -$55.9K ﹤0.01% 1918
2017
Q4 		$283K Sell
4,449
-7,353
-62% -$491K ﹤0.01% 1732
2017
Q3 		$778K Sell
11,802
-1,095
-8% -$73.3K 0.01% 950
2017
Q2 		$848K Buy
12,897
+1,234
+11% +$80.7K 0.01% 838
2017
Q1 		$726K Buy
11,663
+287
+3% +$17.9K 0.01% 872
2016
Q4 		$732K Buy
11,376
+7,760
+215% +$477K 0.02% 801
2016
Q3 		$233K Sell
3,616
-1,688
-32% -$113K 0.01% 1424
2016
Q2 		$363K Buy
+5,304
New +$365K 0.01% 1086

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's EQR Position: Q4 2019 in Review

Advisor Group reduced its Equity Residential (EQR) stake by 7.1% in Q4 2019, selling an estimated $20.9K and leaving 3,198 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Advisor Group first reported a position in EQR in Q2 2016 and has held it in 15 quarters since. The position peaked at $848K in Q2 2017. 595 funds tracked by Wall St. Rank hold EQR as of Q4 2019.

  • Advisor Group held 3,198 shares of Equity Residential worth $258K as of Q4 2019.
  • Advisor Group sold 245 Equity Residential shares in Q4 2019, an estimated $20.9K.
  • Equity Residential made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2192 holding.
  • Advisor Group first reported a position in Equity Residential in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Equity Residential position peaked at $848K in Q2 2017.
  • 595 funds tracked by Wall St. Rank held Equity Residential as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.