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Alera Investment Advisors’s Equity Residential EQR Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-273
Closed -$21K – 365
2019
Q1 		$21K Buy
273
+49
+22% +$3.53K 0.01% 282
2018
Q4 		$15K Buy
+224
New +$15K 0.01% 346

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's EQR Position: Q2 2019 in Review

Alera Investment Advisors sold out of Equity Residential (EQR) in Q2 2019, closing a stake of 273 shares — an estimated $21K sold.

Alera Investment Advisors first reported a position in EQR in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 549 funds tracked by Wall St. Rank hold EQR as of Q2 2019.

  • Alera Investment Advisors reported no remaining Equity Residential position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 273 Equity Residential shares in Q2 2019, an estimated $21K.
  • Alera Investment Advisors first reported a position in Equity Residential in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Equity Residential position peaked at $21K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held Equity Residential as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.