Cassady Schiller Wealth Management’s Equity Residential EQR Stock Holding History

Cassady Schiller 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
2024 Q4	$215	Buy	+3	New	+$220	﹤0.01%	1068

Other funds holding EQR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassady Schiller Wealth Management's EQR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Equity Residential (EQR) in Q4 2024: 3 shares worth $215. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings.

683 funds tracked by Wall St. Rank hold EQR as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of Equity Residential worth $215 as of Q4 2024.
Equity Residential was a new Cassady Schiller Wealth Management position in Q4 2024.
Equity Residential made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1068 holding.
683 funds tracked by Wall St. Rank held Equity Residential as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.