Ahrens Investment Partners’s Equity Residential EQR Stock Holding History

Ahrens Investment Partners’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 Q1	$117K	Buy	+1,954	New	+$120K	0.06%	201
2022 Q4	–	Sell	-5,011	Closed	-$337K	–	182
2022 Q3	$337K	Sell	5,011 -1,199	-19%	-$88.7K	0.18%	101
2022 Q2	$448K	Sell	6,210 -548	-8%	-$43.5K	0.2%	90
2022 Q1	$608K	Sell	6,758 -1,399	-17%	-$124K	0.19%	87
2021 Q4	$738K	Sell	8,157 -3,098	-28%	-$267K	0.33%	67
2021 Q3	$911K	Sell	11,255 -1,499	-12%	-$124K	0.44%	68
2021 Q2	$982K	Sell	12,754 -698	-5%	-$52.8K	0.45%	57
2021 Q1	$964K	Buy	+13,452	New	+$891K	0.49%	57
2020 Q4	–	Sell	-6,300	Closed	-$323K	–	194
2020 Q3	$323K	Buy	+6,300	New	+$348K	0.22%	111

Other funds holding EQR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Ahrens Investment Partners's EQR Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Equity Residential (EQR) in Q1 2023: 1,954 shares worth $117K. The stake represents 0.06% of the portfolio and ranks #201 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in EQR as recently as Q3 2022.

Ahrens Investment Partners first reported a position in EQR in Q3 2020 and has held it in 9 quarters since. The position peaked at $982K in Q2 2021. 580 funds tracked by Wall St. Rank hold EQR as of Q1 2023.

Ahrens Investment Partners held 1,954 shares of Equity Residential worth $117K as of Q1 2023.
Equity Residential was a new Ahrens Investment Partners position in Q1 2023.
Equity Residential made up 0.06% of Ahrens Investment Partners's portfolio in Q1 2023, its #201 holding.
Ahrens Investment Partners first reported a position in Equity Residential in Q3 2020 and has held it in 9 quarters since.
Ahrens Investment Partners's Equity Residential position peaked at $982K in Q2 2021.
580 funds tracked by Wall St. Rank held Equity Residential as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.