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Avion Wealth’s Equity Residential EQR Stock Holding History

Avion 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
2026
Q1 		$29K Buy
496
+8
+2% +$493 0.01% 272
2025
Q4 		$30K Sell
488
-6
-1% -$368 0.01% 275
2025
Q3 		$31K Buy
494
+25
+5% +$1.64K 0.01% 279
2025
Q2 		$31K Hold
469
– – 0.01% 256
2025
Q1 		$33K Hold
469
– – 0.01% 236
2024
Q4 		$33K Buy
469
+14
+3% +$1.03K 0.01% 236
2024
Q3 		$33K Buy
455
+429
+1,650% +$31K 0.01% 205
2024
Q2 		$1K Buy
26
+8
+44% +$521 ﹤0.01% 722
2024
Q1 		$2K Hold
18
– – ﹤0.01% 669
2023
Q4 		$1K Sell
18
-16
-47% -$926 ﹤0.01% 773
2023
Q3 		$1K Hold
34
– – ﹤0.01% 617
2023
Q2 		$2K Buy
+34
New +$2.13K ﹤0.01% 466

Other funds holding EQR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return