Aevitas Wealth Management’s Equity Residential EQR Stock Holding History

Aevitas Wealth Management’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
2022 Q4	$326K	Sell	5,519 -59	-1%	-$3.69K	0.19%	89
2022 Q3	$375K	Buy	5,578 +24	+0.4%	+$1.77K	0.28%	80
2022 Q2	$401K	Buy	5,554 +19	+0.3%	+$1.51K	0.27%	78
2022 Q1	$498K	Sell	5,535 -1,018	-16%	-$89.9K	0.3%	76
2021 Q4	$593K	Buy	6,553 +31	+0.5%	+$2.67K	0.35%	71
2021 Q3	$528K	Buy	6,522 +434	+7%	+$35.8K	0.34%	73
2021 Q2	$469K	Buy	6,088 +2,073	+52%	+$157K	0.3%	86
2021 Q1	$288K	Buy	+4,015	New	+$266K	0.2%	99

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aevitas Wealth Management's EQR Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Equity Residential (EQR) stake by 1.1% in Q4 2022, selling an estimated $3.69K and leaving 5,519 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #89.

Aevitas Wealth Management first reported a position in EQR in Q1 2021 and has held it in 8 quarters since. The position peaked at $593K in Q4 2021. 597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

Aevitas Wealth Management held 5,519 shares of Equity Residential worth $326K as of Q4 2022.
Aevitas Wealth Management sold 59 Equity Residential shares in Q4 2022, an estimated $3.69K.
Equity Residential made up 0.19% of Aevitas Wealth Management's portfolio in Q4 2022, its #89 holding.
Aevitas Wealth Management first reported a position in Equity Residential in Q1 2021 and has held it in 8 quarters since.
Aevitas Wealth Management's Equity Residential position peaked at $593K in Q4 2021.
597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.