Aperio Group’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $9.98M | Buy |
168,398
+22,484
| +15% | +$1.27M | 0.03% | 561 |
|
|
2020
Q3 | $7.49M | Sell |
145,914
-9,253
| -6% | -$512K | 0.03% | 576 |
|
|
2020
Q2 | $9.13M | Sell |
155,167
-60,928
| -28% | -$3.77M | 0.03% | 490 |
|
|
2020
Q1 | $13.3M | Buy |
216,095
+28,568
| +15% | +$2.21M | 0.06% | 327 |
|
|
2019
Q4 | $15.2M | Buy |
187,527
+24,021
| +15% | +$2.04M | 0.05% | 376 |
|
|
2019
Q3 | $14.1M | Buy |
163,506
+1,817
| +1% | +$149K | 0.06% | 375 |
|
|
2019
Q2 | $12.3M | Buy |
161,689
+2,560
| +2% | +$196K | 0.05% | 411 |
|
|
2019
Q1 | $12M | Buy |
159,129
+11,582
| +8% | +$834K | 0.05% | 394 |
|
|
2018
Q4 | $9.74M | Buy |
147,547
+19,309
| +15% | +$1.3M | 0.05% | 418 |
|
|
2018
Q3 | $8.5M | Buy |
128,238
+7,342
| +6% | +$486K | 0.04% | 497 |
|
|
2018
Q2 | $7.7M | Sell |
120,896
-5,352
| -4% | -$334K | 0.04% | 517 |
|
|
2018
Q1 | $7.78M | Sell |
126,248
-36,748
| -23% | -$2.18M | 0.04% | 510 |
|
|
2017
Q4 | $10.4M | Buy |
162,996
+3,693
| +2% | +$247K | 0.05% | 404 |
|
|
2017
Q3 | $10.5M | Sell |
159,303
-5,429
| -3% | -$363K | 0.06% | 380 |
|
|
2017
Q2 | $10.8M | Buy |
164,732
+24,926
| +18% | +$1.63M | 0.07% | 356 |
|
|
2017
Q1 | $8.7M | Buy |
139,806
+30,357
| +28% | +$1.9M | 0.06% | 369 |
|
|
2016
Q4 | $7.04M | Sell |
109,449
-5,966
| -5% | -$366K | 0.05% | 401 |
|
|
2016
Q3 | $7.42M | Buy |
115,415
+23,571
| +26% | +$1.57M | 0.05% | 407 |
|
|
2016
Q2 | $6.33M | Sell |
91,844
-13,053
| -12% | -$898K | 0.05% | 437 |
|
|
2016
Q1 | $7.87M | Buy |
104,897
+1,036
| +1% | +$77.5K | 0.07% | 336 |
|
|
2015
Q4 | $8.47M | Buy |
103,861
+10,957
| +12% | +$864K | 0.08% | 299 |
|
|
2015
Q3 | $6.98M | Buy |
92,904
+11,275
| +14% | +$829K | 0.07% | 329 |
|
|
2015
Q2 | $5.73M | Buy |
81,629
+3,968
| +5% | +$294K | 0.06% | 375 |
|
|
2015
Q1 | $6.05M | Buy |
77,661
+4,343
| +6% | +$339K | 0.07% | 355 |
|
|
2014
Q4 | $5.27M | Buy |
73,318
+3,234
| +5% | +$224K | 0.06% | 366 |
|
|
2014
Q3 | $4.32M | Buy |
70,084
+2,661
| +4% | +$172K | 0.06% | 389 |
|
|
2014
Q2 | $4.25M | Buy |
67,423
+767
| +1% | +$46.6K | 0.06% | 377 |
|
|
2014
Q1 | $3.87M | Buy |
+66,656
| New | +$3.76M | 0.05% | 455 |
|
|
2013
Q4 | – | Sell |
-53,970
| Closed | -$2.84M | – | 486 |
|
|
2013
Q3 | $2.89M | Buy |
53,970
+2,610
| +5% | +$144K | 0.06% | 451 |
|
|
2013
Q2 | $2.98M | Buy |
+51,360
| New | +$2.95M | 0.07% | 362 |
|
Other funds holding EQR
AAMU
LPC
Aperio Group's EQR Position: Q4 2020 in Review
Aperio Group increased its Equity Residential (EQR) stake by 15% in Q4 2020, buying an estimated $1.27M and bringing the position to 168,398 shares worth $9.98M. The position accounts for 0.03% of the portfolio, ranked #561.
Aperio Group first reported a position in EQR in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.2M in Q4 2019. 550 funds tracked by Wall St. Rank hold EQR as of Q4 2020.
- Aperio Group held 168,398 shares of Equity Residential worth $9.98M as of Q4 2020.
- Aperio Group bought 22,484 Equity Residential shares in Q4 2020, an estimated $1.27M.
- Equity Residential made up 0.03% of Aperio Group's portfolio in Q4 2020, its #561 holding.
- Aperio Group first reported a position in Equity Residential in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Equity Residential position peaked at $15.2M in Q4 2019.
- 550 funds tracked by Wall St. Rank held Equity Residential as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.