GSWM
EQR icon

Golden State Wealth Management’s Equity Residential EQR Stock Holding History

Golden State Wealth 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
2026
Q1 		$7.28K Sell
123
-262
-68% -$16.2K ﹤0.01% 1147
2025
Q4 		$24.3K Buy
385
+3
+0.8% +$184 ﹤0.01% 881
2025
Q3 		$24.8K Buy
382
+2
+0.5% +$131 ﹤0.01% 862
2025
Q2 		$25.7K Sell
380
-60
-14% -$4.12K ﹤0.01% 819
2025
Q1 		$31.5K Sell
440
-388
-47% -$27.4K ﹤0.01% 692
2024
Q4 		$59.4K Buy
+828
New +$60.8K 0.01% 549
2020
Q2 		– Sell
-67
Closed -$4K – 391
2020
Q1 		$4K Buy
+67
New +$5.18K ﹤0.01% 771
2019
Q4 		– Sell
-200
Closed -$17K – 304
2019
Q3 		$17K Hold
200
– – 0.01% 644
2019
Q2 		$15K Hold
200
– – ﹤0.01% 664
2019
Q1 		$15K Buy
+200
New +$14.4K 0.01% 682

Other funds holding EQR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return