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Advisor Partners II’s Equity Residential EQR Stock Holding History

Advisor Partners II’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
2023
Q3 		$545K Buy
9,281
+160
+2% +$10.3K 0.02% 685
2023
Q2 		$602K Buy
9,121
+811
+10% +$50.7K 0.03% 543
2023
Q1 		$499K Buy
8,310
+884
+12% +$54.3K 0.03% 559
2022
Q4 		$438K Buy
7,426
+346
+5% +$21.7K 0.03% 559
2022
Q3 		$476K Buy
+7,080
New +$524K 0.04% 469

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Advisor Partners II's EQR Position: Q3 2023 in Review

Advisor Partners II increased its Equity Residential (EQR) stake by 1.8% in Q3 2023, buying an estimated $10.3K and bringing the position to 9,281 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #685.

Advisor Partners II first reported a position in EQR in Q3 2022 and has held it in 5 quarters since. The position peaked at $602K in Q2 2023. 591 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

  • Advisor Partners II held 9,281 shares of Equity Residential worth $545K as of Q3 2023.
  • Advisor Partners II bought 160 Equity Residential shares in Q3 2023, an estimated $10.3K.
  • Equity Residential made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #685 holding.
  • Advisor Partners II first reported a position in Equity Residential in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Equity Residential position peaked at $602K in Q2 2023.
  • 591 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.