Icon Wealth Partners’s Equity Residential EQR Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-8,004	Closed	-$471K	–	279
2020 Q2	$471K	Buy	+8,004	New	+$496K	0.11%	134

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Icon Wealth Partners's EQR Position: Q3 2020 in Review

Icon Wealth Partners sold out of Equity Residential (EQR) in Q3 2020, closing a stake of 8,004 shares — an estimated $471K sold.

Icon Wealth Partners first reported a position in EQR in Q2 2020 and held it in 1 quarter. The position peaked at $471K in Q2 2020. 537 funds tracked by Wall St. Rank hold EQR as of Q3 2020.

Icon Wealth Partners reported no remaining Equity Residential position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 8,004 Equity Residential shares in Q3 2020, an estimated $471K.
Icon Wealth Partners first reported a position in Equity Residential in Q2 2020 and held it in 1 quarter.
Icon Wealth Partners's Equity Residential position peaked at $471K in Q2 2020.
537 funds tracked by Wall St. Rank held Equity Residential as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.