FORA Capital’s Equity Residential EQR Stock Holding History

FORA Capital’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 Q4	–	Sell	-14,934	Closed	-$967K	–	501
2025 Q3	$967K	Sell	14,934 -4,065	-21%	-$266K	0.17%	169
2025 Q2	$1.28M	Buy	18,999 +11,773	+163%	+$809K	0.14%	181
2025 Q1	$517K	Buy	+7,226	New	+$510K	0.05%	322
2024 Q2	–	Sell	-17,484	Closed	-$1.1M	–	418
2024 Q1	$1.1M	Sell	17,484 -29,521	-63%	-$1.8M	0.09%	230
2023 Q4	$2.87M	Buy	47,005 +37,837	+413%	+$2.19M	0.25%	116
2023 Q3	$538K	Buy	+9,168	New	+$592K	0.05%	320
2023 Q2	–	Sell	-30,078	Closed	-$1.8M	–	433
2023 Q1	$1.8M	Sell	30,078 -17,759	-37%	-$1.09M	0.18%	164
2022 Q4	$2.82M	Buy	+47,837	New	+$2.99M	0.46%	55
2022 Q2	–	Sell	-11,402	Closed	-$1.04M	–	503
2022 Q1	$1.04M	Buy	+11,402	New	+$1.01M	0.19%	152
2021 Q3	–	Sell	-10,974	Closed	-$845K	–	510
2021 Q2	$845K	Buy	+10,974	New	+$830K	0.16%	170
2020 Q3	–	Sell	-6,232	Closed	-$367K	–	741
2020 Q2	$367K	Sell	6,232 -645	-9%	-$40K	0.13%	215
2020 Q1	$424K	Sell	6,877 -34,655	-83%	-$2.68M	0.09%	276
2019 Q4	$3.36M	Buy	+41,532	New	+$3.54M	0.34%	56

Other funds holding EQR

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

BlackRock New York $5.7T 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return