FIM
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Freedom Investment Management’s Equity Residential EQR Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-10,153
Closed -$641K – 810
2024
Q1 		$641K Sell
10,153
-6,588
-39% -$401K 0.05% 374
2023
Q4 		$1.02M Sell
16,741
-3,903
-19% -$226K 0.08% 240
2023
Q3 		$1.21M Sell
20,644
-3,702
-15% -$239K 0.15% 164
2023
Q2 		$1.61M Sell
24,346
-1,923
-7% -$120K 0.18% 130
2023
Q1 		$1.58M Buy
+26,269
New +$1.61M 0.18% 150
2022
Q1 		– Sell
-2,838
Closed -$257K – 834
2021
Q4 		$257K Buy
2,838
+57
+2% +$4.9K 0.02% 728
2021
Q3 		$225K Buy
2,781
+117
+4% +$9.66K 0.02% 721
2021
Q2 		$205K Buy
+2,664
New +$201K 0.02% 820
2019
Q3 		– Sell
-3,716
Closed -$282K – 708
2019
Q2 		$282K Sell
3,716
-365
-9% -$27.9K 0.02% 548
2019
Q1 		$307K Buy
+4,081
New +$294K 0.02% 511
2018
Q4 		– Sell
-2,994
Closed -$201K – 799
2018
Q3 		$201K Buy
+2,994
New +$198K 0.01% 847
2018
Q2 		– Sell
-4,789
Closed -$295K – 1000
2018
Q1 		$295K Buy
4,789
+685
+17% +$40.7K 0.02% 885
2017
Q4 		$262K Buy
4,104
+834
+26% +$55.7K 0.01% 939
2017
Q3 		$216K Buy
+3,270
New +$219K 0.01% 989

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Freedom Investment Management's EQR Position: Q2 2024 in Review

Freedom Investment Management sold out of Equity Residential (EQR) in Q2 2024, closing a stake of 10,153 shares — an estimated $641K sold.

Freedom Investment Management first reported a position in EQR in Q3 2017 and held it in 14 quarters. The position peaked at $1.61M in Q2 2023. 652 funds tracked by Wall St. Rank hold EQR as of Q2 2024.

  • Freedom Investment Management reported no remaining Equity Residential position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 10,153 Equity Residential shares in Q2 2024, an estimated $641K.
  • Freedom Investment Management first reported a position in Equity Residential in Q3 2017 and held it in 14 quarters.
  • Freedom Investment Management's Equity Residential position peaked at $1.61M in Q2 2023.
  • 652 funds tracked by Wall St. Rank held Equity Residential as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.