EI
EQR icon

Elkhorn Investments’s Equity Residential EQR Stock Holding History

Elkhorn 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
2017
Q4 		$1.83M Buy
28,875
+10,507
+57% +$701K 0.96% 69
2017
Q3 		$1.21M Buy
+18,368
New +$1.23M 0.9% 77

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Elkhorn Investments's EQR Position: Q4 2017 in Review

Elkhorn Investments increased its Equity Residential (EQR) stake by 57% in Q4 2017, buying an estimated $701K and bringing the position to 28,875 shares worth $1.83M. The position accounts for 0.96% of the portfolio, ranked #69.

Elkhorn Investments first reported a position in EQR in Q3 2017 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold EQR as of Q4 2017.

  • Elkhorn Investments held 28,875 shares of Equity Residential worth $1.83M as of Q4 2017.
  • Elkhorn Investments bought 10,507 Equity Residential shares in Q4 2017, an estimated $701K.
  • Equity Residential made up 0.96% of Elkhorn Investments's portfolio in Q4 2017, its #69 holding.
  • Elkhorn Investments first reported a position in Equity Residential in Q3 2017 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held Equity Residential as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.