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Analytic Investors’s Equity Residential EQR Stock Holding History

Analytic Investors’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
2016
Q3 		$39.7M Buy
617,504
+324,253
+111% +$21.6M 0.44% 64
2016
Q2 		$20.2M Buy
+293,251
New +$20.2M 0.24% 96
2015
Q1 		– Sell
-20,686
Closed -$1.49M – 555
2014
Q4 		$1.49M Buy
+20,686
New +$1.43M 0.02% 292

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Analytic Investors's EQR Position: Q3 2016 in Review

Analytic Investors increased its Equity Residential (EQR) stake by 111% in Q3 2016, buying an estimated $21.6M and bringing the position to 617,504 shares worth $39.7M. The position accounts for 0.44% of the portfolio, ranked #64.

Analytic Investors first reported a position in EQR in Q4 2014 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold EQR as of Q3 2016.

  • Analytic Investors held 617,504 shares of Equity Residential worth $39.7M as of Q3 2016.
  • Analytic Investors bought 324,253 Equity Residential shares in Q3 2016, an estimated $21.6M.
  • Equity Residential made up 0.44% of Analytic Investors's portfolio in Q3 2016, its #64 holding.
  • Analytic Investors first reported a position in Equity Residential in Q4 2014 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Equity Residential as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.