Baystate Wealth Management’s Equity Residential EQR Stock Holding History

Baystate 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
2023 Q4	$9.17K	Buy	149 +102	+217%	+$5.9K	﹤0.01%	740
2023 Q3	$2.81K	Hold	47	–	–	﹤0.01%	764
2023 Q2	$3.13K	Buy	47 +1	+2%	+$62	﹤0.01%	787
2023 Q1	$2.81K	Hold	46	–	–	﹤0.01%	784
2022 Q4	$3K	Buy	46 +1	+2%	+$63	﹤0.01%	731
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	695
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	708
2022 Q1	$4K	Buy	45 +1	+2%	+$88	﹤0.01%	671
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	671
2021 Q3	$4K	Hold	44	–	–	﹤0.01%	609
2021 Q2	$3K	Buy	44 +1	+2%	+$76	﹤0.01%	612
2021 Q1	$3K	Hold	43	–	–	﹤0.01%	558
2020 Q4	$3K	Hold	43	–	–	﹤0.01%	526
2020 Q3	$2K	Buy	43 +1	+2%	+$55	﹤0.01%	532
2020 Q2	$3K	Hold	42	–	–	﹤0.01%	498
2020 Q1	$3K	Hold	42	–	–	﹤0.01%	470
2019 Q4	$3K	Hold	42	–	–	﹤0.01%	481
2019 Q3	$4K	Buy	42 +1	+2%	+$82	﹤0.01%	437
2019 Q2	$3K	Hold	41	–	–	﹤0.01%	464
2019 Q1	$3K	Buy	41 +1	+3%	+$72	﹤0.01%	468
2018 Q4	$3K	Hold	40	–	–	﹤0.01%	477
2018 Q3	$3K	Hold	40	–	–	﹤0.01%	485
2018 Q2	$3K	Hold	40	–	–	﹤0.01%	501
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	503
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	503
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	457
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	452
2017 Q1	$3K	Buy	+40	New	+$2.5K	﹤0.01%	427

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

Baystate Wealth Management's EQR Position: Q4 2023 in Review

Baystate Wealth Management increased its Equity Residential (EQR) stake by 217% in Q4 2023, buying an estimated $5.9K and bringing the position to 149 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Baystate Wealth Management first reported a position in EQR in Q1 2017 and has held it in 28 quarters since. 634 funds tracked by Wall St. Rank hold EQR as of Q4 2023.

Baystate Wealth Management held 149 shares of Equity Residential worth $9.17K as of Q4 2023.
Baystate Wealth Management bought 102 Equity Residential shares in Q4 2023, an estimated $5.9K.
Equity Residential made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #740 holding.
Baystate Wealth Management first reported a position in Equity Residential in Q1 2017 and has held it in 28 quarters since.
634 funds tracked by Wall St. Rank held Equity Residential as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.