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Aventura Private Wealth’s Equity Residential EQR Stock Holding History

Aventura Private Wealth’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
2025
Q1 		– Sell
-103
Closed -$7.39K – 795
2024
Q4 		$7.39K Buy
+103
New +$7.57K ﹤0.01% 472

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aventura Private Wealth's EQR Position: Q1 2025 in Review

Aventura Private Wealth sold out of Equity Residential (EQR) in Q1 2025, closing a stake of 103 shares — an estimated $7.39K sold.

Aventura Private Wealth first reported a position in EQR in Q4 2024 and held it in 1 quarter. The position peaked at $7.39K in Q4 2024. 702 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

  • Aventura Private Wealth reported no remaining Equity Residential position as of Q1 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 103 Equity Residential shares in Q1 2025, an estimated $7.39K.
  • Aventura Private Wealth first reported a position in Equity Residential in Q4 2024 and held it in 1 quarter.
  • Aventura Private Wealth's Equity Residential position peaked at $7.39K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Aventura Private Wealth's 13F filing for Q1 2025, filed 7 Jan 2026.