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Carolinas Wealth Consulting’s Equity Residential EQR Stock Holding History

Carolinas Wealth Consulting’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
-19
Closed -$1.36K – 281
2025
Q1 		$1.36K Sell
19
-5
-21% -$353 ﹤0.01% 871
2024
Q4 		$1.72K Sell
24
-304
-93% -$22.3K ﹤0.01% 857
2024
Q3 		$24.6K Buy
328
+5
+2% +$361 ﹤0.01% 457
2024
Q2 		$22.4K Buy
323
+5
+2% +$325 ﹤0.01% 466
2024
Q1 		$20.3K Buy
+318
New +$19.4K ﹤0.01% 481
2023
Q4 		– Sell
-6
Closed -$332 – 1011
2023
Q3 		$332 Hold
6
– – ﹤0.01% 976
2023
Q2 		$400 Sell
6
-8
-57% -$500 ﹤0.01% 1028
2023
Q1 		$910 Sell
14
-92
-87% -$5.65K ﹤0.01% 909
2022
Q4 		$6.32K Buy
106
+10
+10% +$626 ﹤0.01% 669
2022
Q3 		$7K Hold
96
– – ﹤0.01% 624
2022
Q2 		$7K Sell
96
-5
-5% -$397 ﹤0.01% 622
2022
Q1 		$9K Buy
101
+5
+5% +$441 ﹤0.01% 616
2021
Q4 		$9K Hold
96
– – ﹤0.01% 624
2021
Q3 		$8K Sell
96
-305
-76% -$25.2K ﹤0.01% 604
2021
Q2 		$31K Hold
401
– – 0.01% 427
2021
Q1 		$29K Hold
401
– – 0.01% 450
2020
Q4 		$24K Sell
401
-32
-7% -$1.81K 0.01% 451
2020
Q3 		$22K Buy
433
+389
+884% +$21.5K 0.01% 378
2020
Q2 		$3K Buy
+44
New +$2.73K ﹤0.01% 445

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Carolinas Wealth Consulting's EQR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 19 shares — an estimated $1.36K sold.

Carolinas Wealth Consulting first reported a position in EQR in Q2 2020 and held it in 19 quarters. The position peaked at $31K in Q2 2021. 708 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 19 Equity Residential shares in Q2 2025, an estimated $1.36K.
  • Carolinas Wealth Consulting first reported a position in Equity Residential in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Equity Residential position peaked at $31K in Q2 2021.
  • 708 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.