DWM
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Dakota Wealth Management’s Equity Residential EQR Stock Holding History

Dakota 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
2025
Q3 		– Sell
-4,207
Closed -$286K – 697
2025
Q2 		$286K Sell
4,207
-759
-15% -$52.2K 0.01% 629
2025
Q1 		$358K Sell
4,966
-1,644
-25% -$116K 0.01% 577
2024
Q4 		$474K Sell
6,610
-49,503
-88% -$3.64M 0.01% 517
2024
Q3 		$4.18M Buy
56,113
+9,333
+20% +$674K 0.09% 188
2024
Q2 		$3.24M Buy
46,780
+5,860
+14% +$381K 0.08% 212
2024
Q1 		$2.59M Buy
40,920
+13,848
+51% +$843K 0.06% 232
2023
Q4 		$1.66M Buy
27,072
+7,421
+38% +$429K 0.06% 242
2023
Q3 		$1.15M Buy
+19,651
New +$1.27M 0.05% 268

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return