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Cape Investment Advisory’s Equity Residential EQR Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-37
Closed -$2.5K – 946
2025
Q2 		$2.5K Sell
37
-1
-3% -$69 ﹤0.01% 902
2025
Q1 		$2.72K Hold
38
– – ﹤0.01% 851
2024
Q4 		$2.73K Buy
38
+1
+3% +$73 ﹤0.01% 841
2024
Q3 		$2.75K Hold
37
– – ﹤0.01% 790
2024
Q2 		$2.57K Hold
37
– – ﹤0.01% 767
2024
Q1 		$2.33K Hold
37
– – ﹤0.01% 749
2023
Q4 		$2.26K Hold
37
– – ﹤0.01% 908
2023
Q3 		$2.17K Hold
37
– – ﹤0.01% 781
2023
Q2 		$2.44K Sell
37
-49
-57% -$3.06K ﹤0.01% 752
2023
Q1 		$5.16K Buy
+86
New +$5.28K ﹤0.01% 663

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return