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Donoghue Forlines’s Equity Residential EQR Stock Holding History

Donoghue Forlines’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
2024
Q4 		– Sell
-9,229
Closed -$687K – 157
2024
Q3 		$687K Buy
9,229
+719
+8% +$51.9K 0.2% 132
2024
Q2 		$590K Buy
+8,510
New +$554K 0.17% 142
2022
Q4 		– Sell
-4,870
Closed -$327K – 236
2022
Q3 		$327K Sell
4,870
-6,743
-58% -$499K 0.12% 159
2022
Q2 		$839K Buy
11,613
+3,487
+43% +$277K 0.22% 114
2022
Q1 		$731K Buy
+8,126
New +$717K 0.16% 215

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Donoghue Forlines's EQR Position: Q4 2024 in Review

Donoghue Forlines sold out of Equity Residential (EQR) in Q4 2024, closing a stake of 9,229 shares — an estimated $687K sold.

Donoghue Forlines first reported a position in EQR in Q1 2022 and held it in 5 quarters. The position peaked at $839K in Q2 2022. 683 funds tracked by Wall St. Rank hold EQR as of Q4 2024.

  • Donoghue Forlines reported no remaining Equity Residential position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 9,229 Equity Residential shares in Q4 2024, an estimated $687K.
  • Donoghue Forlines first reported a position in Equity Residential in Q1 2022 and held it in 5 quarters.
  • Donoghue Forlines's Equity Residential position peaked at $839K in Q2 2022.
  • 683 funds tracked by Wall St. Rank held Equity Residential as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.