Heritage Wealth Management (Arizona)’s Equity Residential EQR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$3.19K	Buy	+54	New	+$3.38K	﹤0.01%	931

Other funds holding EQR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EQR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Equity Residential (EQR) in Q4 2022: 54 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings.

597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

Heritage Wealth Management (Arizona) held 54 shares of Equity Residential worth $3.19K as of Q4 2022.
Equity Residential was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Equity Residential made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #931 holding.
597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.