FM
EQC

Forward Management’s Equity Commonwealth EQC Stock Holding History

Forward Management’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-280,000
Closed -$7.27M – 36
2021
Q3 		$7.27M Buy
+280,000
New +$7.37M 0.78% 6
2019
Q4 		– Sell
-47,472
Closed -$1.63M – 54
2019
Q3 		$1.63M Buy
+47,472
New +$1.6M 0.25% 25

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Forward Management's EQC Position: Q4 2021 in Review

Forward Management sold out of Equity Commonwealth (EQC) in Q4 2021, closing a stake of 280,000 shares — an estimated $7.27M sold.

Forward Management first reported a position in EQC in Q3 2019 and held it in 2 quarters. The position peaked at $7.27M in Q3 2021. 251 funds tracked by Wall St. Rank hold EQC as of Q4 2021.

  • Forward Management reported no remaining Equity Commonwealth position as of Q4 2021 after selling out during the quarter.
  • Forward Management sold 280,000 Equity Commonwealth shares in Q4 2021, an estimated $7.27M.
  • Forward Management first reported a position in Equity Commonwealth in Q3 2019 and held it in 2 quarters.
  • Forward Management's Equity Commonwealth position peaked at $7.27M in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Equity Commonwealth as of Q4 2021.

Based on Forward Management's 13F filing for Q4 2021, filed 4 Feb 2022.