Forward Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-73,070
| Closed | -$4.91M | – | 15 |
|
|
2022
Q3 | $4.91M | Buy |
73,070
+70
| +0.1% | +$5.18K | 0.54% | 14 |
|
|
2022
Q2 | $5.27M | Buy |
73,000
+53,000
| +265% | +$4.21M | 0.58% | 13 |
|
|
2022
Q1 | $1.8M | Buy |
+20,000
| New | +$1.77M | 0.19% | 25 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 41 |
|
|
2020
Q1 | $2K | Sell |
40
-11,900
| -100% | -$920K | ﹤0.01% | 43 |
|
|
2019
Q4 | $966K | Hold |
11,940
| – | – | 0.15% | 31 |
|
|
2019
Q3 | $1.03M | Sell |
11,940
-200
| -2% | -$16.4K | 0.16% | 29 |
|
|
2019
Q2 | $922K | Hold |
12,140
| – | – | 0.16% | 33 |
|
|
2019
Q1 | $914K | Hold |
12,140
| – | – | 0.14% | 30 |
|
|
2018
Q4 | $802K | Sell |
12,140
-2,200
| -15% | -$148K | 0.25% | 31 |
|
|
2018
Q3 | $951K | Sell |
14,340
-8,500
| -37% | -$562K | 0.16% | 63 |
|
|
2018
Q2 | $1.46M | Sell |
22,840
-1,560
| -6% | -$97.2K | 0.24% | 53 |
|
|
2018
Q1 | $1.5M | Sell |
24,400
-6,100
| -20% | -$362K | 0.22% | 59 |
|
|
2017
Q4 | $1.95M | Sell |
30,500
-12,800
| -30% | -$854K | 0.22% | 59 |
|
|
2017
Q3 | $2.85M | Sell |
43,300
-300
| -0.7% | -$20.1K | 0.32% | 52 |
|
|
2017
Q2 | $2.87M | Sell |
43,600
-8,300
| -16% | -$542K | 0.24% | 57 |
|
|
2017
Q1 | $3.23M | Hold |
51,900
| – | – | 0.27% | 56 |
|
|
2016
Q4 | $3.34M | Buy |
51,900
+1,900
| +4% | +$117K | 0.23% | 76 |
|
|
2016
Q3 | $3.22M | Hold |
50,000
| – | – | 0.24% | 57 |
|
|
2016
Q2 | $3.44M | Buy |
50,000
+5,883
| +13% | +$405K | 0.29% | 48 |
|
|
2016
Q1 | $3.31M | Sell |
44,117
-6,000
| -12% | -$449K | 0.27% | 51 |
|
|
2015
Q4 | $4.09M | Buy |
50,117
+10,100
| +25% | +$797K | 0.35% | 56 |
|
|
2015
Q3 | $3.01M | Sell |
40,017
-18,358
| -31% | -$1.35M | 0.24% | 66 |
|
|
2015
Q2 | $4.1M | Buy |
58,375
+2,900
| +5% | +$215K | 0.25% | 64 |
|
|
2015
Q1 | $4.32M | Sell |
55,475
-45,825
| -45% | -$3.58M | 0.26% | 64 |
|
|
2014
Q4 | $7.28M | Sell |
101,300
-8,100
| -7% | -$561K | 0.4% | 44 |
|
|
2014
Q3 | $6.74M | Sell |
109,400
-21,100
| -16% | -$1.36M | 0.4% | 48 |
|
|
2014
Q2 | $8.22M | Sell |
130,500
-49,300
| -27% | -$2.99M | 0.48% | 41 |
|
|
2014
Q1 | $10.4M | Buy |
179,800
+16,900
| +10% | +$953K | 0.6% | 36 |
|
|
2013
Q4 | $8.45M | Buy |
162,900
+36,100
| +28% | +$1.9M | 0.51% | 41 |
|
|
2013
Q3 | $6.79M | Sell |
126,800
-1,600
| -1% | -$88.2K | 0.44% | 47 |
|
|
2013
Q2 | $7.45M | Buy |
+128,400
| New | +$7.38M | 0.61% | 40 |
|
Other funds holding EQR
AAMU
RC
Forward Management's EQR Position: Q4 2022 in Review
Forward Management sold out of Equity Residential (EQR) in Q4 2022, closing a stake of 73,070 shares — an estimated $4.91M sold.
Forward Management first reported a position in EQR in Q2 2013 and held it in 31 quarters. The position peaked at $10.4M in Q1 2014. 597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.
- Forward Management reported no remaining Equity Residential position as of Q4 2022 after selling out during the quarter.
- Forward Management sold 73,070 Equity Residential shares in Q4 2022, an estimated $4.91M.
- Forward Management first reported a position in Equity Residential in Q2 2013 and held it in 31 quarters.
- Forward Management's Equity Residential position peaked at $10.4M in Q1 2014.
- 597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.
Based on Forward Management's 13F filing for Q4 2022.