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Gupta Wealth Management’s Equity Residential EQR Stock Holding History

Gupta 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
2016
Q1 		$2K Buy
+26
New +$1.95K ﹤0.01% 1057
2015
Q3 		– Sell
-58
Closed -$4K – 1276
2015
Q2 		$4K Hold
58
– – ﹤0.01% 1038
2015
Q1 		$5K Buy
+58
New +$4.53K ﹤0.01% 891

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Gupta Wealth Management's EQR Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Equity Residential (EQR) in Q1 2016: 26 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in EQR as recently as Q2 2015.

Gupta Wealth Management first reported a position in EQR in Q1 2015 and has held it in 3 quarters since. The position peaked at $5K in Q1 2015. 501 funds tracked by Wall St. Rank hold EQR as of Q1 2016.

  • Gupta Wealth Management held 26 shares of Equity Residential worth $2K as of Q1 2016.
  • Equity Residential was a new Gupta Wealth Management position in Q1 2016.
  • Equity Residential made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1057 holding.
  • Gupta Wealth Management first reported a position in Equity Residential in Q1 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Equity Residential position peaked at $5K in Q1 2015.
  • 501 funds tracked by Wall St. Rank held Equity Residential as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.