Bartlett & Co’s Equity Residential EQR Stock Holding History

Bartlett & Co’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
2023 Q4	$63K	Hold	1,006	–	–	﹤0.01%	658
2023 Q3	$60K	Hold	1,006	–	–	﹤0.01%	627
2023 Q2	$67K	Hold	1,006	–	–	﹤0.01%	614
2023 Q1	$61K	Hold	1,006	–	–	﹤0.01%	540
2022 Q4	$60K	Hold	1,006	–	–	﹤0.01%	555
2022 Q3	$68K	Hold	1,006	–	–	﹤0.01%	518
2022 Q2	$73K	Hold	1,006	–	–	﹤0.01%	512
2022 Q1	$91K	Buy	+1,006	New	+$88.8K	﹤0.01%	500
2021 Q4	–	Sell	-1,206	Closed	-$98K	–	534
2021 Q3	$98K	Hold	1,206	–	–	﹤0.01%	412
2021 Q2	$93K	Hold	1,206	–	–	﹤0.01%	417
2021 Q1	$86K	Sell	1,206 -400	-25%	-$26.5K	﹤0.01%	446
2020 Q4	$95K	Hold	1,606	–	–	﹤0.01%	420
2020 Q3	$82K	Hold	1,606	–	–	﹤0.01%	408
2020 Q2	$94K	Hold	1,606	–	–	﹤0.01%	385
2020 Q1	$99K	Buy	+1,606	New	+$124K	﹤0.01%	369
2019 Q3	$139K	Buy	1,606 +1,050	+189%	+$85.9K	﹤0.01%	360
2019 Q2	$42K	Hold	556	–	–	﹤0.01%	457
2019 Q1	$42K	Hold	556	–	–	﹤0.01%	444
2018 Q4	$37K	Hold	556	–	–	﹤0.01%	450
2018 Q3	$37K	Hold	556	–	–	﹤0.01%	471
2018 Q2	$35K	Hold	556	–	–	﹤0.01%	463
2018 Q1	$34K	Hold	556	–	–	﹤0.01%	468
2017 Q4	$35K	Hold	556	–	–	﹤0.01%	468
2017 Q3	$37K	Hold	556	–	–	﹤0.01%	461
2017 Q2	$37K	Hold	556	–	–	﹤0.01%	455
2017 Q1	$35K	Hold	556	–	–	﹤0.01%	465
2016 Q4	$36K	Hold	556	–	–	﹤0.01%	468
2016 Q3	$36K	Hold	556	–	–	﹤0.01%	467
2016 Q2	$38K	Hold	556	–	–	﹤0.01%	460
2016 Q1	$42K	Hold	556	–	–	﹤0.01%	437
2015 Q4	$45K	Hold	556	–	–	﹤0.01%	433
2015 Q3	$42K	Hold	556	–	–	﹤0.01%	434
2015 Q2	$39K	Hold	556	–	–	﹤0.01%	466
2015 Q1	$43K	Hold	556	–	–	﹤0.01%	454
2014 Q4	$40K	Hold	556	–	–	﹤0.01%	462
2014 Q3	$34K	Hold	556	–	–	﹤0.01%	481
2014 Q2	$35K	Hold	556	–	–	﹤0.01%	487
2014 Q1	$32K	Hold	556	–	–	﹤0.01%	480
2013 Q4	$29K	Sell	556 -300	-35%	-$15.8K	﹤0.01%	468
2013 Q3	$46K	Hold	856	–	–	﹤0.01%	415
2013 Q2	$50K	Buy	+856	New	+$49.2K	﹤0.01%	393

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co's EQR Position: Q4 2023 in Review

Bartlett & Co held its Equity Residential (EQR) position steady in Q4 2023 at 1,006 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Bartlett & Co first reported a position in EQR in Q2 2013 and has held it in 41 quarters since. The position peaked at $139K in Q3 2019. 634 funds tracked by Wall St. Rank hold EQR as of Q4 2023.

Bartlett & Co held 1,006 shares of Equity Residential worth $63K as of Q4 2023.
Bartlett & Co left its Equity Residential share count unchanged in Q4 2023.
Equity Residential made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #658 holding.
Bartlett & Co first reported a position in Equity Residential in Q2 2013 and has held it in 41 quarters since.
Bartlett & Co's Equity Residential position peaked at $139K in Q3 2019.
634 funds tracked by Wall St. Rank held Equity Residential as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.