Bellwether Advisors’s Equity Residential EQR Stock Holding History

Bellwether Advisors’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 Q2	–	Sell	-4	Closed	-$240	–	206
2023 Q1	$240	Buy	+4	New	+$246	﹤0.01%	415
2022 Q4	–	Sell	-6	Closed	–	–	483
2022 Q3	$0	Buy	+6	New	+$444	﹤0.01%	480

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

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

Bellwether Advisors's EQR Position: Q2 2023 in Review

Bellwether Advisors sold out of Equity Residential (EQR) in Q2 2023, closing a stake of 4 shares — an estimated $240 sold.

Bellwether Advisors first reported a position in EQR in Q3 2022 and held it in 2 quarters. The position peaked at $240 in Q1 2023. 610 funds tracked by Wall St. Rank hold EQR as of Q2 2023.

Bellwether Advisors reported no remaining Equity Residential position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 4 Equity Residential shares in Q2 2023, an estimated $240.
Bellwether Advisors first reported a position in Equity Residential in Q3 2022 and held it in 2 quarters.
Bellwether Advisors's Equity Residential position peaked at $240 in Q1 2023.
610 funds tracked by Wall St. Rank held Equity Residential as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.