Ground Swell Capital’s Equity Residential EQR Stock Holding History

Ground Swell Capital’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
2014 Q3	$38K	Buy	609 +233	+62%	+$15K	0.07%	284
2014 Q2	$24K	Buy	+376	New	+$22.8K	0.05%	340

Other funds holding EQR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Ground Swell Capital's EQR Position: Q3 2014 in Review

Ground Swell Capital increased its Equity Residential (EQR) stake by 62% in Q3 2014, buying an estimated $15K and bringing the position to 609 shares worth $38K. The position accounts for 0.07% of the portfolio, ranked #284.

Ground Swell Capital first reported a position in EQR in Q2 2014 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold EQR as of Q3 2014.

Ground Swell Capital held 609 shares of Equity Residential worth $38K as of Q3 2014.
Ground Swell Capital bought 233 Equity Residential shares in Q3 2014, an estimated $15K.
Equity Residential made up 0.07% of Ground Swell Capital's portfolio in Q3 2014, its #284 holding.
Ground Swell Capital first reported a position in Equity Residential in Q2 2014 and has held it in 2 quarters since.
452 funds tracked by Wall St. Rank held Equity Residential as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.