CP
EQR icon

Castleview Partners’s Equity Residential EQR Stock Holding History

Castleview Partners’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
Q3 		– Sell
-23
Closed -$1.59K – 653
2024
Q2 		$1.59K Hold
23
– – ﹤0.01% 765
2024
Q1 		$1.45K Buy
23
+1
+5% +$61 ﹤0.01% 767
2023
Q4 		$1.35K Hold
22
– – ﹤0.01% 743
2023
Q3 		$1.29K Hold
22
– – ﹤0.01% 593
2023
Q2 		$1.45K Buy
22
+8
+57% +$500 ﹤0.01% 604
2023
Q1 		$840 Buy
+14
New +$860 ﹤0.01% 622
2022
Q4 		– Sell
-859
Closed -$58K – 672
2022
Q3 		$58K Buy
+859
New +$63.5K 0.06% 234

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return