BTR Capital Management’s Equity Residential EQR Stock Holding History

BTR Capital 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
2022 Q2	–	Sell	-2,226	Closed	-$200K	–	162
2022 Q1	$200K	Hold	2,226	–	–	0.02%	167
2021 Q4	$201K	Buy	+2,226	New	+$191K	0.02%	173
2019 Q4	–	Sell	-2,362	Closed	-$204K	–	167
2019 Q3	$204K	Buy	+2,362	New	+$193K	0.04%	161
2017 Q1	–	Sell	-6,361	Closed	-$409K	–	159
2016 Q4	$409K	Hold	6,361	–	–	0.09%	117
2016 Q3	$409K	Sell	6,361 -1,800	-22%	-$120K	0.09%	117
2016 Q2	$562K	Sell	8,161 -300	-4%	-$20.6K	0.13%	105
2016 Q1	$635K	Sell	8,461 -250	-3%	-$18.7K	0.15%	100
2015 Q4	$711K	Hold	8,711	–	–	0.16%	102
2015 Q3	$654K	Buy	8,711 +3,276	+60%	+$241K	0.16%	105
2015 Q2	$381K	Buy	5,435 +1,250	+30%	+$92.8K	0.09%	111
2015 Q1	$326K	Buy	+4,185	New	+$327K	0.08%	122

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

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

AAMU

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

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

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

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

BTR Capital Management's EQR Position: Q2 2022 in Review

BTR Capital Management sold out of Equity Residential (EQR) in Q2 2022, closing a stake of 2,226 shares — an estimated $200K sold.

BTR Capital Management first reported a position in EQR in Q1 2015 and held it in 11 quarters. The position peaked at $711K in Q4 2015. 617 funds tracked by Wall St. Rank hold EQR as of Q2 2022.

BTR Capital Management reported no remaining Equity Residential position as of Q2 2022 after selling out during the quarter.
BTR Capital Management sold 2,226 Equity Residential shares in Q2 2022, an estimated $200K.
BTR Capital Management first reported a position in Equity Residential in Q1 2015 and held it in 11 quarters.
BTR Capital Management's Equity Residential position peaked at $711K in Q4 2015.
617 funds tracked by Wall St. Rank held Equity Residential as of Q2 2022.

Based on BTR Capital Management's 13F filing for Q2 2022, filed 12 Jul 2022.