Doheny Asset Management’s Equity Residential EQR Stock Holding History

Doheny Asset 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	-3,000	Closed	-$202K	–	65
2025 Q2	$202K	Hold	3,000	–	–	0.14%	65
2025 Q1	$215K	Hold	3,000	–	–	0.17%	62
2024 Q4	$215K	Hold	3,000	–	–	0.16%	60
2024 Q3	$223K	Hold	3,000	–	–	0.15%	70
2024 Q2	$208K	Buy	+3,000	New	+$195K	0.15%	72
2022 Q4	–	Sell	-3,000	Closed	-$202K	–	71
2022 Q3	$202K	Buy	+3,000	New	+$222K	0.2%	68
2022 Q1	$270K	Hold	3,000	–	–	0.2%	70
2021 Q4	$271K	Hold	3,000	–	–	0.19%	75
2021 Q3	$243K	Hold	3,000	–	–	0.17%	84
2021 Q2	$231K	Hold	3,000	–	–	0.15%	92
2021 Q1	$215K	Buy	+3,000	New	+$199K	0.15%	97
2020 Q2	–	Sell	-3,000	Closed	-$243K	–	90
2020 Q1	$243K	Hold	3,000	–	–	0.19%	89
2019 Q4	$243K	Hold	3,000	–	–	0.19%	89
2019 Q3	$259K	Hold	3,000	–	–	0.22%	87
2019 Q2	$228K	Hold	3,000	–	–	0.19%	85
2019 Q1	$226K	Buy	+3,000	New	+$216K	0.19%	92
2016 Q3	–	Sell	-3,000	Closed	-$207K	–	107
2016 Q2	$207K	Hold	3,000	–	–	0.1%	100
2016 Q1	$225K	Hold	3,000	–	–	0.12%	95
2015 Q4	$245K	Hold	3,000	–	–	0.12%	96
2015 Q3	$225K	Hold	3,000	–	–	0.12%	98
2015 Q2	$211K	Hold	3,000	–	–	0.09%	111
2015 Q1	$234K	Hold	3,000	–	–	0.11%	103
2014 Q4	$216K	Buy	+3,000	New	+$208K	0.1%	110

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doheny Asset Management's EQR Position: Q3 2025 in Review

Doheny Asset Management sold out of Equity Residential (EQR) in Q3 2025, closing a stake of 3,000 shares — an estimated $202K sold.

Doheny Asset Management first reported a position in EQR in Q4 2014 and held it in 23 quarters. The position peaked at $271K in Q4 2021. 689 funds tracked by Wall St. Rank hold EQR as of Q3 2025.

Doheny Asset Management reported no remaining Equity Residential position as of Q3 2025 after selling out during the quarter.
Doheny Asset Management sold 3,000 Equity Residential shares in Q3 2025, an estimated $202K.
Doheny Asset Management first reported a position in Equity Residential in Q4 2014 and held it in 23 quarters.
Doheny Asset Management's Equity Residential position peaked at $271K in Q4 2021.
689 funds tracked by Wall St. Rank held Equity Residential as of Q3 2025.

Based on Doheny Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.