Henshaw Capital’s Equity Residential EQR Stock Holding History

Henshaw 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
2026 Q1	$207K	Hold	3,500	–	–	0.01%	160
2025 Q4	$221K	Hold	3,500	–	–	0.01%	161
2025 Q3	$227K	Hold	3,500	–	–	0.01%	250
2025 Q2	$236K	Hold	3,500	–	–	0.01%	289
2025 Q1	$251K	Hold	3,500	–	–	0.01%	282
2024 Q4	$251K	Hold	3,500	–	–	0.01%	289
2024 Q3	$261K	Hold	3,500	–	–	0.01%	290
2024 Q2	$243K	Hold	3,500	–	–	0.01%	269
2024 Q1	$221K	Hold	3,500	–	–	0.01%	274
2023 Q4	$214K	Hold	3,500	–	–	0.01%	273
2023 Q3	$205K	Hold	3,500	–	–	0.01%	272
2023 Q2	$231K	Hold	3,500	–	–	0.01%	224
2023 Q1	$210K	Buy	+3,500	New	+$215K	0.01%	237
2022 Q4	–	Sell	-3,533	Closed	-$237K	–	273
2022 Q3	$237K	Sell	3,533 -532	-13%	-$39.3K	0.02%	246
2022 Q2	$294K	Hold	4,065	–	–	0.02%	224
2022 Q1	$366K	Buy	4,065 +663	+19%	+$58.5K	0.02%	209
2021 Q4	$308K	Hold	3,402	–	–	0.02%	261
2021 Q3	$275K	Hold	3,402	–	–	0.02%	275
2021 Q2	$262K	Buy	+3,402	New	+$257K	0.02%	303

Other funds holding EQR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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