GI
EQR icon

Gradient Investments’s Equity Residential EQR Stock Holding History

Gradient Investments’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
Q3 		– Sell
-102
Closed -$7.07K – 609
2024
Q2 		$7.07K Buy
102
+70
+219% +$4.55K ﹤0.01% 798
2024
Q1 		$2.02K Sell
32
-19
-37% -$1.16K ﹤0.01% 833
2023
Q4 		$3.12K Hold
51
– – ﹤0.01% 1105
2023
Q3 		$2.99K Buy
51
+19
+59% +$1.23K ﹤0.01% 1073
2023
Q2 		$2.11K Buy
32
+19
+146% +$1.19K ﹤0.01% 1145
2023
Q1 		$780 Hold
13
– – ﹤0.01% 1231
2022
Q4 		$767 Hold
13
– – ﹤0.01% 1244
2022
Q3 		$1K Buy
+13
New +$961 ﹤0.01% 1225
2017
Q3 		– Sell
-1
Closed – – 373
2017
Q2 		$0 Buy
+1
New +$65 ﹤0.01% 818

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