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EQR icon

Carlson Capital’s Equity Residential EQR Stock Holding History

Carlson Capital’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
Q1 		– Sell
-53,261
Closed -$3.26M – 128
2023
Q4 		$3.26M Buy
+53,261
New +$3.08M 0.26% 83
2021
Q4 		– Sell
-120,289
Closed -$9.73M – 159
2021
Q3 		$9.73M Buy
+120,289
New +$9.93M 0.52% 40
2017
Q3 		– Sell
-664,562
Closed -$43.7M – 236
2017
Q2 		$43.7M Sell
664,562
-43,438
-6% -$2.84M 0.63% 38
2017
Q1 		$44.1M Buy
+708,000
New +$44.3M 0.56% 54
2013
Q4 		– Sell
-29,840
Closed -$1.6M – 283
2013
Q3 		$1.6M Sell
29,840
-1,591,290
-98% -$87.7M 0.02% 259
2013
Q2 		$94.1M Buy
+1,621,130
New +$93.1M 1.13% 11

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return