Crewe Advisors’s Equity Residential EQR Stock Holding History

Crewe Advisors’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
2026 Q1	$948	Buy	16 +5	+45%	+$308	﹤0.01%	963
2025 Q4	$694	Buy	+11	New	+$675	﹤0.01%	1025
2025 Q3	–	Sell	-5	Closed	-$338	–	992
2025 Q2	$338	Hold	5	–	–	﹤0.01%	683
2025 Q1	$358	Hold	5	–	–	﹤0.01%	655
2024 Q4	$359	Sell	5 -257	-98%	-$18.9K	﹤0.01%	594
2024 Q3	$19.5K	Hold	262	–	–	﹤0.01%	407
2024 Q2	$18.2K	Hold	262	–	–	﹤0.01%	570
2024 Q1	$16.5K	Buy	+262	New	+$15.9K	﹤0.01%	521
2023 Q4	–	Sell	-2	Closed	-$118	–	505
2023 Q3	$118	Buy	+2	New	+$129	﹤0.01%	547
2022 Q4	–	Sell	-3	Closed	–	–	1102
2022 Q3	$0	Buy	+3	New	+$222	﹤0.01%	1253

Other funds holding EQR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return