Cambria Investment Management’s Equity Residential EQR Stock Holding History

Cambria Investment 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
2024 Q3	–	Sell	-5,349	Closed	-$367K	–	356
2024 Q2	$367K	Buy	5,349 +508	+10%	+$33.1K	0.02%	261
2024 Q1	$306K	Sell	4,841 -194	-4%	-$11.8K	0.02%	252
2023 Q4	$308K	Hold	5,035	–	–	0.02%	241
2023 Q3	$296K	Hold	5,035	–	–	0.02%	229
2023 Q2	$332K	Sell	5,035 -530	-10%	-$33.1K	0.03%	228
2023 Q1	$334K	Buy	5,565 +795	+17%	+$48.8K	0.03%	234
2022 Q4	$281K	Buy	+4,770	New	+$299K	0.02%	236
2022 Q2	–	Sell	-3,000	Closed	-$270K	–	272
2022 Q1	$270K	Buy	3,000 +600	+25%	+$53K	0.03%	218
2021 Q4	$217K	Buy	+2,400	New	+$206K	0.04%	234

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cambria Investment Management's EQR Position: Q3 2024 in Review

Cambria Investment Management sold out of Equity Residential (EQR) in Q3 2024, closing a stake of 5,349 shares — an estimated $367K sold.

Cambria Investment Management first reported a position in EQR in Q4 2021 and held it in 9 quarters. The position peaked at $367K in Q2 2024. 677 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

Cambria Investment Management reported no remaining Equity Residential position as of Q3 2024 after selling out during the quarter.
Cambria Investment Management sold 5,349 Equity Residential shares in Q3 2024, an estimated $367K.
Cambria Investment Management first reported a position in Equity Residential in Q4 2021 and held it in 9 quarters.
Cambria Investment Management's Equity Residential position peaked at $367K in Q2 2024.
677 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on Cambria Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.