DFPG Investments’s Equity Residential EQR Stock Holding History

DFPG Investments’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
2023 Q3	–	Sell	-3,252	Closed	-$221K	–	593
2023 Q2	$221K	Buy	+3,252	New	+$203K	0.02%	528

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DFPG Investments's EQR Position: Q3 2023 in Review

DFPG Investments sold out of Equity Residential (EQR) in Q3 2023, closing a stake of 3,252 shares — an estimated $221K sold.

DFPG Investments first reported a position in EQR in Q2 2023 and held it in 1 quarter. The position peaked at $221K in Q2 2023. 591 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

DFPG Investments reported no remaining Equity Residential position as of Q3 2023 after selling out during the quarter.
DFPG Investments sold 3,252 Equity Residential shares in Q3 2023, an estimated $221K.
DFPG Investments first reported a position in Equity Residential in Q2 2023 and held it in 1 quarter.
DFPG Investments's Equity Residential position peaked at $221K in Q2 2023.
591 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.