Corient Private Wealth
EQC

Corient Private Wealth’s Equity Commonwealth EQC Stock Holding History

Corient Private Wealth’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,106
Closed -$380K – 2571
2024
Q3 		$380K Sell
19,106
-1,247
-6% -$24.8K ﹤0.01% 1893
2024
Q2 		$395K Sell
20,353
-19,764
-49% -$377K ﹤0.01% 1768
2024
Q1 		$757K Buy
40,117
+15,903
+66% +$302K ﹤0.01% 1431
2023
Q4 		$465K Sell
24,214
-2,123
-8% -$40.1K ﹤0.01% 1648
2023
Q3 		$484K Sell
26,337
-2,213
-8% -$42.9K ﹤0.01% 1515
2023
Q2 		$578K Buy
+28,550
New +$591K ﹤0.01% 1388

Other funds holding EQC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Corient Private Wealth's EQC Position: Q4 2024 in Review

Corient Private Wealth sold out of Equity Commonwealth (EQC) in Q4 2024, closing a stake of 19,106 shares — an estimated $380K sold.

Corient Private Wealth first reported a position in EQC in Q2 2023 and held it in 6 quarters. The position peaked at $757K in Q1 2024. 168 funds tracked by Wall St. Rank hold EQC as of Q4 2024.

  • Corient Private Wealth reported no remaining Equity Commonwealth position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 19,106 Equity Commonwealth shares in Q4 2024, an estimated $380K.
  • Corient Private Wealth first reported a position in Equity Commonwealth in Q2 2023 and held it in 6 quarters.
  • Corient Private Wealth's Equity Commonwealth position peaked at $757K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.