Advisory Research’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Advisory Research’s Portfolio EQC.PRD Stock Details EQC.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,000	Closed	-$376K	–	429
2022 Q4	$376K	Hold	15,000	–	–	0.04%	276
2022 Q3	$393K	Hold	15,000	–	–	0.04%	260
2022 Q2	$391K	Hold	15,000	–	–	0.04%	254
2022 Q1	$410K	Hold	15,000	–	–	0.03%	270
2021 Q4	$444K	Buy	+15,000	New	+$456K	0.03%	265
2021 Q1	–	Sell	-20,000	Closed	-$599K	–	400
2020 Q4	$599K	Sell	20,000 -3,000	-13%	-$88.6K	0.04%	245
2020 Q3	$668K	Hold	23,000	–	–	0.07%	217
2020 Q2	$629K	Hold	23,000	–	–	0.06%	225
2020 Q1	$599K	Hold	23,000	–	–	0.04%	171
2019 Q4	$646K	Hold	23,000	–	–	0.03%	219
2019 Q3	$645K	Hold	23,000	–	–	0.03%	230
2019 Q2	$633K	Hold	23,000	–	–	0.01%	289
2019 Q1	$633K	Hold	23,000	–	–	0.01%	273
2018 Q4	$584K	Hold	23,000	–	–	0.01%	281
2018 Q3	$603K	Hold	23,000	–	–	0.01%	288
2018 Q2	$599K	Hold	23,000	–	–	0.01%	302
2018 Q1	$597K	Hold	23,000	–	–	0.01%	300
2017 Q4	$606K	Hold	23,000	–	–	0.01%	313
2017 Q3	$612K	Hold	23,000	–	–	0.01%	348
2017 Q2	$599K	Hold	23,000	–	–	0.01%	349
2017 Q1	$588K	Hold	23,000	–	–	0.01%	351
2016 Q4	$588K	Hold	23,000	–	–	0.01%	309
2016 Q3	$623K	Hold	23,000	–	–	0.01%	195
2016 Q2	$601K	Hold	23,000	–	–	0.01%	202
2016 Q1	$577K	Hold	23,000	–	–	0.01%	206
2015 Q4	$572K	Hold	23,000	–	–	0.01%	225
2015 Q3	$563K	Sell	23,000 -6,000	-21%	-$148K	0.01%	244
2015 Q2	$706K	Sell	29,000 -2,000	-6%	-$49K	0.01%	260
2015 Q1	$760K	Hold	31,000	–	–	0.01%	268
2014 Q4	$745K	Hold	31,000	–	–	0.01%	280
2014 Q3	$741K	Buy	+31,000	New	+$750K	0.01%	280

Other funds holding EQC.PRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Advisory Research's EQC.PRD Position: Q1 2023 in Review

Advisory Research sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q1 2023, closing a stake of 15,000 shares — an estimated $376K sold.

Advisory Research first reported a position in EQC.PRD in Q3 2014 and held it in 31 quarters. The position peaked at $760K in Q1 2015. 34 funds tracked by Wall St. Rank hold EQC.PRD as of Q1 2023.

Advisory Research reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 15,000 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q1 2023, an estimated $376K.
Advisory Research first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q3 2014 and held it in 31 quarters.
Advisory Research's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $760K in Q1 2015.
34 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.