Capital World Investors
EQR icon

Capital World Investors’s Equity Residential EQR Stock Holding History

Capital World Investors’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
2016
Q4 		– Sell
-1,575,000
Closed -$101M – 496
2016
Q3 		$101M Hold
1,575,000
– – 0.03% 277
2016
Q2 		$108M Buy
1,575,000
+214,464
+16% +$14.8M 0.03% 276
2016
Q1 		$102M Buy
1,360,536
+548,536
+68% +$41M 0.03% 274
2015
Q4 		$66.3M Hold
812,000
– – 0.02% 317
2015
Q3 		$61M Hold
812,000
– – 0.02% 328
2015
Q2 		$57M Sell
812,000
-2,079,153
-72% -$154M 0.02% 353
2015
Q1 		$225M Sell
2,891,153
-8,439,618
-74% -$659M 0.06% 230
2014
Q4 		$814M Sell
11,330,771
-1,752,900
-13% -$121M 0.22% 114
2014
Q3 		$806M Sell
13,083,671
-3,920,573
-23% -$253M 0.23% 108
2014
Q2 		$1.07B Sell
17,004,244
-45,000
-0.3% -$2.73M 0.3% 89
2014
Q1 		$989M Buy
17,049,244
+7,429,244
+77% +$419M 0.28% 93
2013
Q4 		$499M Buy
9,620,000
+5,145,000
+115% +$271M 0.14% 153
2013
Q3 		$240M Buy
4,475,000
+1,765,000
+65% +$97.3M 0.07% 219
2013
Q2 		$157M Buy
+2,710,000
New +$156M 0.05% 254

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Capital World Investors's EQR Position: Q4 2016 in Review

Capital World Investors sold out of Equity Residential (EQR) in Q4 2016, closing a stake of 1,575,000 shares — an estimated $101M sold.

Capital World Investors first reported a position in EQR in Q2 2013 and held it in 14 quarters. The position peaked at $1.07B in Q2 2014. 506 funds tracked by Wall St. Rank hold EQR as of Q4 2016.

  • Capital World Investors reported no remaining Equity Residential position as of Q4 2016 after selling out during the quarter.
  • Capital World Investors sold 1,575,000 Equity Residential shares in Q4 2016, an estimated $101M.
  • Capital World Investors first reported a position in Equity Residential in Q2 2013 and held it in 14 quarters.
  • Capital World Investors's Equity Residential position peaked at $1.07B in Q2 2014.
  • 506 funds tracked by Wall St. Rank held Equity Residential as of Q4 2016.

Based on Capital World Investors's 13F filing for Q4 2016, filed 15 Feb 2017.