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Horizon Family Wealth’s Equity Residential EQR Stock Holding History

Horizon Family Wealth’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
Q1 		– Sell
-10,228
Closed -$734K – 75
2024
Q4 		$734K Buy
10,228
+95
+0.9% +$6.98K 0.49% 33
2024
Q3 		$755K Buy
10,133
+99
+1% +$7.15K 0.54% 29
2024
Q2 		$696K Buy
10,034
+106
+1% +$6.9K 0.53% 30
2024
Q1 		$627K Buy
9,928
+106
+1% +$6.45K 0.48% 32
2023
Q4 		$601K Buy
9,822
+106
+1% +$6.13K 0.51% 31
2023
Q3 		$570K Buy
9,716
+95
+1% +$6.14K 0.55% 26
2023
Q2 		$635K Buy
9,621
+106
+1% +$6.63K 0.61% 25
2023
Q1 		$571K Buy
9,515
+96
+1% +$5.89K 0.6% 26
2022
Q4 		$556K Buy
9,419
+94
+1% +$5.88K 0.64% 29
2022
Q3 		$627K Buy
9,325
+81
+0.9% +$5.99K 0.77% 27
2022
Q2 		$668K Sell
9,244
-18
-0.2% -$1.43K 0.78% 27
2022
Q1 		$833K Buy
9,262
+18
+0.2% +$1.59K 0.83% 29
2021
Q4 		$837K Buy
+9,244
New +$795K 0.85% 29

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horizon Family Wealth's EQR Position: Q1 2025 in Review

Horizon Family Wealth sold out of Equity Residential (EQR) in Q1 2025, closing a stake of 10,228 shares — an estimated $734K sold.

Horizon Family Wealth first reported a position in EQR in Q4 2021 and held it in 13 quarters. The position peaked at $837K in Q4 2021. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

  • Horizon Family Wealth reported no remaining Equity Residential position as of Q1 2025 after selling out during the quarter.
  • Horizon Family Wealth sold 10,228 Equity Residential shares in Q1 2025, an estimated $734K.
  • Horizon Family Wealth first reported a position in Equity Residential in Q4 2021 and held it in 13 quarters.
  • Horizon Family Wealth's Equity Residential position peaked at $837K in Q4 2021.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Horizon Family Wealth's 13F filing for Q1 2025, filed 9 May 2025.