CAWM
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Capital A Wealth Management’s Equity Residential EQR Stock Holding History

Capital A Wealth 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
2025
Q2 		– Sell
-20
Closed -$1.43K – 570
2025
Q1 		$1.43K Hold
20
– – ﹤0.01% 499
2024
Q4 		$1.44K Buy
+20
New +$1.47K ﹤0.01% 513

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's EQR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 20 shares — an estimated $1.43K sold.

Capital A Wealth Management first reported a position in EQR in Q4 2024 and held it in 2 quarters. The position peaked at $1.44K in Q4 2024. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 20 Equity Residential shares in Q2 2025, an estimated $1.43K.
  • Capital A Wealth Management first reported a position in Equity Residential in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Equity Residential position peaked at $1.44K in Q4 2024.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.