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Belpointe Asset Management’s Equity Residential EQR Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-485
Closed -$29.1K – 1394
2023
Q1 		$29.1K Buy
485
+84
+21% +$5.16K ﹤0.01% 2074
2022
Q4 		$23.7K Buy
+401
New +$25.1K ﹤0.01% 2065

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's EQR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Equity Residential (EQR) in Q2 2023, closing a stake of 485 shares — an estimated $29.1K sold.

Belpointe Asset Management first reported a position in EQR in Q4 2022 and held it in 2 quarters. The position peaked at $29.1K in Q1 2023. 610 funds tracked by Wall St. Rank hold EQR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Equity Residential position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 485 Equity Residential shares in Q2 2023, an estimated $29.1K.
  • Belpointe Asset Management first reported a position in Equity Residential in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Equity Residential position peaked at $29.1K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held Equity Residential as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.