BWM
EQR icon

Baron Wealth Management’s Equity Residential EQR Stock Holding History

Baron Wealth Management’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
Q2 		$318K Buy
+4,679
New +$303K 0.08% 193
2025
Q4 		– Sell
-3,445
Closed -$223K – 266
2025
Q3 		$223K Buy
3,445
+129
+4% +$8.44K 0.07% 209
2025
Q2 		$224K Sell
3,316
-1,837
-36% -$126K 0.08% 202
2025
Q1 		$369K Buy
5,153
+1,205
+31% +$85.1K 0.16% 101
2024
Q4 		$283K Sell
3,948
-88
-2% -$6.46K 0.13% 133
2024
Q3 		$301K Buy
4,036
+349
+9% +$25.2K 0.14% 122
2024
Q2 		$256K Buy
3,687
+107
+3% +$6.96K 0.13% 134
2024
Q1 		$226K Buy
3,580
+291
+9% +$17.7K 0.12% 161
2023
Q4 		$201K Buy
+3,289
New +$190K 0.11% 171

Other funds holding EQR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return