Berman Capital Advisors’s Equity Residential EQR Stock Holding History

Berman Capital 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
2021 Q3	$160K	Buy	1,988 +523	+36%	+$43.2K	0.03%	320
2021 Q2	$112K	Buy	1,465 +601	+70%	+$45.4K	0.02%	355
2021 Q1	$61K	Buy	864 +13	+2%	+$861	0.01%	413
2020 Q4	$50K	Buy	851 +157	+23%	+$8.87K	0.01%	407
2020 Q3	$35K	Buy	694 +15	+2%	+$830	0.01%	439
2020 Q2	$39K	Buy	679 +10	+1%	+$620	0.01%	379
2020 Q1	$40K	Buy	669 +514	+332%	+$39.7K	0.01%	332
2019 Q4	$12K	Hold	155	–	–	﹤0.01%	671
2019 Q3	$13K	Buy	155 +29	+23%	+$2.37K	﹤0.01%	637
2019 Q2	$9K	Buy	126 +33	+35%	+$2.52K	﹤0.01%	763
2019 Q1	$7K	Hold	93	–	–	﹤0.01%	753
2018 Q4	$5K	Buy	+93	New	+$6.25K	﹤0.01%	679

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Berman Capital Advisors's EQR Position: Q3 2021 in Review

Berman Capital Advisors increased its Equity Residential (EQR) stake by 36% in Q3 2021, buying an estimated $43.2K and bringing the position to 1,988 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #320.

Berman Capital Advisors first reported a position in EQR in Q4 2018 and has held it in 12 quarters since. 596 funds tracked by Wall St. Rank hold EQR as of Q3 2021.

Berman Capital Advisors held 1,988 shares of Equity Residential worth $160K as of Q3 2021.
Berman Capital Advisors bought 523 Equity Residential shares in Q3 2021, an estimated $43.2K.
Equity Residential made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #320 holding.
Berman Capital Advisors first reported a position in Equity Residential in Q4 2018 and has held it in 12 quarters since.
596 funds tracked by Wall St. Rank held Equity Residential as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.