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Horizon Kinetics Asset Management’s Equity Residential EQR Stock Holding History

Horizon Kinetics Asset 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
2020
Q1 		– Sell
-3,553
Closed -$288K – 414
2019
Q4 		$288K Sell
3,553
-124
-3% -$10.6K 0.01% 363
2019
Q3 		$317K Sell
3,677
-403
-10% -$33K 0.01% 330
2019
Q2 		$310K Sell
4,080
-581
-12% -$44.4K 0.01% 391
2019
Q1 		$351K Buy
+4,661
New +$336K 0.01% 332

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Kinetics Asset Management's EQR Position: Q1 2020 in Review

Horizon Kinetics Asset Management sold out of Equity Residential (EQR) in Q1 2020, closing a stake of 3,553 shares — an estimated $288K sold.

Horizon Kinetics Asset Management first reported a position in EQR in Q1 2019 and held it in 4 quarters. The position peaked at $351K in Q1 2019. 556 funds tracked by Wall St. Rank hold EQR as of Q1 2020.

  • Horizon Kinetics Asset Management reported no remaining Equity Residential position as of Q1 2020 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 3,553 Equity Residential shares in Q1 2020, an estimated $288K.
  • Horizon Kinetics Asset Management first reported a position in Equity Residential in Q1 2019 and held it in 4 quarters.
  • Horizon Kinetics Asset Management's Equity Residential position peaked at $351K in Q1 2019.
  • 556 funds tracked by Wall St. Rank held Equity Residential as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.