CT
EQR icon

Caldwell Trust’s Equity Residential EQR Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-200
Closed -$13.2K – 721
2023
Q2 		$13.2K Hold
200
– – ﹤0.01% 613
2023
Q1 		$12K Hold
200
– – ﹤0.01% 609
2022
Q4 		$11.8K Sell
200
-375
-65% -$23.5K ﹤0.01% 599
2022
Q3 		$38.7K Buy
575
+375
+188% +$27.7K 0.01% 467
2022
Q2 		$14.4K Hold
200
– – ﹤0.01% 580
2022
Q1 		$18K Hold
200
– – ﹤0.01% 582
2021
Q4 		$18.1K Hold
200
– – ﹤0.01% 579
2021
Q3 		$16.2K Sell
200
-1,200
-86% -$99.1K ﹤0.01% 588
2021
Q2 		$108K Hold
1,400
– – 0.01% 351
2021
Q1 		$100K Hold
1,400
– – 0.01% 351
2020
Q4 		$83K Hold
1,400
– – 0.01% 357
2020
Q3 		$71.9K Sell
1,400
-200
-13% -$11.1K 0.01% 365
2020
Q2 		$94.1K Hold
1,600
– – 0.02% 337
2020
Q1 		$98.7K Hold
1,600
– – 0.02% 325
2019
Q4 		$129K Buy
+1,600
New +$136K 0.02% 329

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return