Cary Street Partners Investment Advisory’s Equity Residential EQR Stock Holding History

Cary Street Partners 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
2023 Q4	–	Sell	-1,582	Closed	-$92.9K	–	957
2023 Q3	$92.9K	Buy	1,582 +30	+2%	+$1.94K	0.01%	723
2023 Q2	$102K	Sell	1,552 -150	-9%	-$9.38K	0.01%	655
2023 Q1	$102K	Sell	1,702 -105	-6%	-$6.45K	0.01%	587
2022 Q4	$107K	Buy	+1,807	New	+$113K	0.01%	573
2022 Q3	–	Sell	-1,550	Closed	-$112K	–	522
2022 Q2	$112K	Buy	+1,550	New	+$123K	0.01%	497

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's EQR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Equity Residential (EQR) in Q4 2023, closing a stake of 1,582 shares — an estimated $92.9K sold.

Cary Street Partners Investment Advisory first reported a position in EQR in Q2 2022 and held it in 5 quarters. The position peaked at $112K in Q2 2022. 635 funds tracked by Wall St. Rank hold EQR as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Equity Residential position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,582 Equity Residential shares in Q4 2023, an estimated $92.9K.
Cary Street Partners Investment Advisory first reported a position in Equity Residential in Q2 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Equity Residential position peaked at $112K in Q2 2022.
635 funds tracked by Wall St. Rank held Equity Residential as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.