Institutional & Family Asset Management’s Equity Residential EQR Stock Holding History

Institutional & Family 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
2022 Q4	–	Sell	-30	Closed	-$2K	–	745
2022 Q3	$2K	Buy	30 +9	+43%	+$665	﹤0.01%	581
2022 Q2	$2K	Buy	+21	New	+$1.67K	﹤0.01%	594
2021 Q2	–	Sell	-31	Closed	-$2K	–	963
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	787
2020 Q4	$2K	Sell	31 -10	-24%	-$565	﹤0.01%	758
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	689
2020 Q2	$2K	Buy	41 +12	+41%	+$743	﹤0.01%	683
2020 Q1	$2K	Hold	29	–	–	﹤0.01%	640
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	731
2019 Q3	$3K	Hold	29	–	–	﹤0.01%	622
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	705
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	704
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	679
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	730
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	714
2018 Q1	$2K	Buy	+29	New	+$1.72K	﹤0.01%	708

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

Institutional & Family Asset Management's EQR Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Equity Residential (EQR) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in EQR in Q1 2018 and held it in 15 quarters. The position peaked at $3K in Q3 2019. 598 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

Institutional & Family Asset Management reported no remaining Equity Residential position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 30 Equity Residential shares in Q4 2022, an estimated $2K.
Institutional & Family Asset Management first reported a position in Equity Residential in Q1 2018 and held it in 15 quarters.
Institutional & Family Asset Management's Equity Residential position peaked at $3K in Q3 2019.
598 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.