Barrett Asset Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5.46M | Sell |
60,742
-75
| -0.1% | -$6.62K | 0.23% | 61 |
|
|
2021
Q4 | $5.5M | Buy |
60,817
+12,825
| +27% | +$1.1M | 0.21% | 65 |
|
|
2021
Q3 | $3.88M | Sell |
47,992
-1,630
| -3% | -$135K | 0.18% | 68 |
|
|
2021
Q2 | $3.82M | Sell |
49,622
-150
| -0.3% | -$11.3K | 0.18% | 70 |
|
|
2021
Q1 | $3.56M | Hold |
49,772
| – | – | 0.18% | 70 |
|
|
2020
Q4 | $2.95M | Sell |
49,772
-400
| -0.8% | -$22.6K | 0.15% | 71 |
|
|
2020
Q3 | $2.58M | Sell |
50,172
-2,418
| -5% | -$134K | 0.15% | 70 |
|
|
2020
Q2 | $3.09M | Sell |
52,590
-250
| -0.5% | -$15.5K | 0.2% | 64 |
|
|
2020
Q1 | $3.26M | Sell |
52,840
-75
| -0.1% | -$5.8K | 0.25% | 59 |
|
|
2019
Q4 | $4.28M | Buy |
52,915
+400
| +0.8% | +$34K | 0.26% | 65 |
|
|
2019
Q3 | $4.53M | Sell |
52,515
-1,000
| -2% | -$81.8K | 0.3% | 62 |
|
|
2019
Q2 | $4.06M | Sell |
53,515
-600
| -1% | -$45.8K | 0.27% | 68 |
|
|
2019
Q1 | $4.08M | Sell |
54,115
-750
| -1% | -$54K | 0.27% | 67 |
|
|
2018
Q4 | $3.62M | Sell |
54,865
-250
| -0.5% | -$16.8K | 0.28% | 64 |
|
|
2018
Q3 | $3.65M | Sell |
55,115
-2,160
| -4% | -$143K | 0.24% | 71 |
|
|
2018
Q2 | $3.65M | Sell |
57,275
-1,600
| -3% | -$99.7K | 0.25% | 70 |
|
|
2018
Q1 | $3.63M | Buy |
58,875
+600
| +1% | +$35.6K | 0.26% | 67 |
|
|
2017
Q4 | $3.72M | Buy |
58,275
+300
| +0.5% | +$20K | 0.26% | 67 |
|
|
2017
Q3 | $3.82M | Sell |
57,975
-250
| -0.4% | -$16.7K | 0.28% | 65 |
|
|
2017
Q2 | $3.83M | Sell |
58,225
-600
| -1% | -$39.2K | 0.29% | 64 |
|
|
2017
Q1 | $3.66M | Buy |
58,825
+2,910
| +5% | +$182K | 0.29% | 66 |
|
|
2016
Q4 | $3.6M | Sell |
55,915
-1,000
| -2% | -$61.4K | 0.3% | 65 |
|
|
2016
Q3 | $3.66M | Hold |
56,915
| – | – | 0.31% | 60 |
|
|
2016
Q2 | $3.92M | Buy |
56,915
+800
| +1% | +$55K | 0.34% | 61 |
|
|
2016
Q1 | $4.21M | Sell |
56,115
-75
| -0.1% | -$5.61K | 0.36% | 60 |
|
|
2015
Q4 | $4.58M | Sell |
56,190
-200
| -0.4% | -$15.8K | 0.4% | 58 |
|
|
2015
Q3 | $4.24M | Sell |
56,390
-700
| -1% | -$51.5K | 0.39% | 59 |
|
|
2015
Q2 | $4.01M | Sell |
57,090
-250
| -0.4% | -$18.6K | 0.33% | 66 |
|
|
2015
Q1 | $4.46M | Sell |
57,340
-4,225
| -7% | -$330K | 0.37% | 59 |
|
|
2014
Q4 | $4.42M | Hold |
61,565
| – | – | 0.35% | 63 |
|
|
2014
Q3 | $3.79M | Sell |
61,565
-300
| -0.5% | -$19.4K | 0.31% | 68 |
|
|
2014
Q2 | $3.9M | Buy |
61,865
+2,300
| +4% | +$140K | 0.32% | 66 |
|
|
2014
Q1 | $3.45M | Sell |
59,565
-4,200
| -7% | -$237K | 0.3% | 69 |
|
|
2013
Q4 | $3.31M | Sell |
63,765
-625
| -1% | -$32.9K | 0.29% | 67 |
|
|
2013
Q3 | $3.45M | Sell |
64,390
-1,300
| -2% | -$71.6K | 0.33% | 65 |
|
|
2013
Q2 | $3.81M | Buy |
+65,690
| New | +$3.77M | 0.39% | 62 |
|
Other funds holding EQR
AAMU
Barrett Asset Management's EQR Position: Q1 2022 in Review
Barrett Asset Management reduced its Equity Residential (EQR) stake by 0.12% in Q1 2022, selling an estimated $6.62K and leaving 60,742 shares worth $5.46M. The position accounts for 0.23% of the portfolio, ranked #61.
Barrett Asset Management first reported a position in EQR in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.5M in Q4 2021. 659 funds tracked by Wall St. Rank hold EQR as of Q1 2022.
- Barrett Asset Management held 60,742 shares of Equity Residential worth $5.46M as of Q1 2022.
- Barrett Asset Management sold 75 Equity Residential shares in Q1 2022, an estimated $6.62K.
- Equity Residential made up 0.23% of Barrett Asset Management's portfolio in Q1 2022, its #61 holding.
- Barrett Asset Management first reported a position in Equity Residential in Q2 2013 and has held it in 36 quarters since.
- Barrett Asset Management's Equity Residential position peaked at $5.5M in Q4 2021.
- 659 funds tracked by Wall St. Rank held Equity Residential as of Q1 2022.
Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.