HHGA
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Halbert Hargrove Global Advisors’s Equity Residential EQR Stock Holding History

Halbert Hargrove Global Advisors’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
2025
Q2 		– Sell
-7
Closed -$502 – 420
2025
Q1 		$502 Buy
+7
New +$494 ﹤0.01% 502

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's EQR Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 7 shares — an estimated $502 sold.

Halbert Hargrove Global Advisors first reported a position in EQR in Q1 2025 and held it in 1 quarter. The position peaked at $502 in Q1 2025. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 7 Equity Residential shares in Q2 2025, an estimated $502.
  • Halbert Hargrove Global Advisors first reported a position in Equity Residential in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Equity Residential position peaked at $502 in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.