Fund Management at Engine No 1’s Equity Residential EQR Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-4,933	Closed	-$290K	–	146
2023 Q3	$290K	Buy	4,933 +499	+11%	+$32.2K	0.04%	343
2023 Q2	$293K	Buy	4,434 +309	+7%	+$19.3K	0.05%	337
2023 Q1	$248K	Buy	4,125 +382	+10%	+$23.5K	0.05%	343
2022 Q4	$221K	Buy	3,743 +490	+15%	+$30.7K	0.05%	337
2022 Q3	$219K	Sell	3,253 -204	-6%	-$15.1K	0.06%	287
2022 Q2	$250K	Buy	3,457 +565	+20%	+$44.8K	0.07%	285
2022 Q1	$260K	Buy	+2,892	New	+$255K	0.07%	287

Other funds holding EQR

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

BlackRock New York $5.72T 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 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fund Management at Engine No 1's EQR Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Equity Residential (EQR) in Q4 2023, closing a stake of 4,933 shares — an estimated $290K sold.

Fund Management at Engine No 1 first reported a position in EQR in Q1 2022 and held it in 7 quarters. The position peaked at $293K in Q2 2023. 634 funds tracked by Wall St. Rank hold EQR as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Equity Residential position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 4,933 Equity Residential shares in Q4 2023, an estimated $290K.
Fund Management at Engine No 1 first reported a position in Equity Residential in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Equity Residential position peaked at $293K in Q2 2023.
634 funds tracked by Wall St. Rank held Equity Residential as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.