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FSM Wealth Advisors’s Equity Residential EQR Stock Holding History

FSM Wealth Advisors’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
Q4 		– Sell
-3,037
Closed -$226K – 201
2024
Q3 		$226K Buy
+3,037
New +$219K 0.06% 168
2023
Q4 		– Sell
-3,429
Closed -$201K – 156
2023
Q3 		$201K Sell
3,429
-136
-4% -$8.79K 0.1% 143
2023
Q2 		$241K Buy
+3,565
New +$223K 0.12% 133

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FSM Wealth Advisors's EQR Position: Q4 2024 in Review

FSM Wealth Advisors sold out of Equity Residential (EQR) in Q4 2024, closing a stake of 3,037 shares — an estimated $226K sold.

FSM Wealth Advisors first reported a position in EQR in Q2 2023 and held it in 3 quarters. The position peaked at $241K in Q2 2023. 683 funds tracked by Wall St. Rank hold EQR as of Q4 2024.

  • FSM Wealth Advisors reported no remaining Equity Residential position as of Q4 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 3,037 Equity Residential shares in Q4 2024, an estimated $226K.
  • FSM Wealth Advisors first reported a position in Equity Residential in Q2 2023 and held it in 3 quarters.
  • FSM Wealth Advisors's Equity Residential position peaked at $241K in Q2 2023.
  • 683 funds tracked by Wall St. Rank held Equity Residential as of Q4 2024.

Based on FSM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.