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Dana Investment Advisors’s Equity Residential EQR Stock Holding History

Dana Investment 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
2022
Q4 		– Sell
-4,245
Closed -$285K – 408
2022
Q3 		$285K Buy
4,245
+47
+1% +$3.48K 0.02% 359
2022
Q2 		$303K Buy
+4,198
New +$333K 0.02% 370

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dana Investment Advisors's EQR Position: Q4 2022 in Review

Dana Investment Advisors sold out of Equity Residential (EQR) in Q4 2022, closing a stake of 4,245 shares — an estimated $285K sold.

Dana Investment Advisors first reported a position in EQR in Q2 2022 and held it in 2 quarters. The position peaked at $303K in Q2 2022. 597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

  • Dana Investment Advisors reported no remaining Equity Residential position as of Q4 2022 after selling out during the quarter.
  • Dana Investment Advisors sold 4,245 Equity Residential shares in Q4 2022, an estimated $285K.
  • Dana Investment Advisors first reported a position in Equity Residential in Q2 2022 and held it in 2 quarters.
  • Dana Investment Advisors's Equity Residential position peaked at $303K in Q2 2022.
  • 597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Dana Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.