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Burleson & Co’s Equity Residential EQR Stock Holding History

Burleson & Co’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
Q4 		$2.41M Buy
40,898
+398
+1% +$24.9K 0.6% 52
2022
Q3 		$2.72M Hold
40,500
– – 0.59% 42
2022
Q2 		$2.92M Hold
40,500
– – 0.63% 39
2022
Q1 		$3.64M Hold
40,500
– – 0.58% 41
2021
Q4 		$3.67M Buy
+40,500
New +$3.48M 0.53% 39

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $59.9B AUM 27.01% 1-Year Est. Return

Burleson & Co's EQR Position: Q4 2022 in Review

Burleson & Co increased its Equity Residential (EQR) stake by 0.98% in Q4 2022, buying an estimated $24.9K and bringing the position to 40,898 shares worth $2.41M. The position accounts for 0.6% of the portfolio, ranked #52.

Burleson & Co first reported a position in EQR in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.67M in Q4 2021. 598 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

  • Burleson & Co held 40,898 shares of Equity Residential worth $2.41M as of Q4 2022.
  • Burleson & Co bought 398 Equity Residential shares in Q4 2022, an estimated $24.9K.
  • Equity Residential made up 0.6% of Burleson & Co's portfolio in Q4 2022, its #52 holding.
  • Burleson & Co first reported a position in Equity Residential in Q4 2021 and has held it in 5 quarters since.
  • Burleson & Co's Equity Residential position peaked at $3.67M in Q4 2021.
  • 598 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.