Janiczek Wealth Management’s Equity Residential EQR Stock Holding History

Janiczek Wealth 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
2024 Q2	$22.7K	Buy	328 +61	+23%	+$3.97K	﹤0.01%	538
2024 Q1	$16.9K	Buy	267 +19	+8%	+$1.16K	﹤0.01%	598
2023 Q4	$15.2K	Sell	248 -673	-73%	-$38.9K	﹤0.01%	589
2023 Q3	$54.4K	Sell	921 -343	-27%	-$22.2K	0.01%	353
2023 Q2	$83.7K	Buy	1,264 +761	+151%	+$47.6K	0.02%	244
2023 Q1	$30.2K	Buy	503 +424	+537%	+$26K	0.01%	385
2022 Q4	$4.86K	Buy	+79	New	+$4.94K	﹤0.01%	656
2022 Q3	–	Sell	-4	Closed	–	–	955
2022 Q2	$0	Hold	4	–	–	﹤0.01%	981
2022 Q1	$0	Hold	4	–	–	﹤0.01%	987
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1033
2021 Q3	$0	Buy	+4	New	+$330	﹤0.01%	981

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Janiczek Wealth Management's EQR Position: Q2 2024 in Review

Janiczek Wealth Management increased its Equity Residential (EQR) stake by 23% in Q2 2024, buying an estimated $3.97K and bringing the position to 328 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Janiczek Wealth Management first reported a position in EQR in Q3 2021 and has held it in 11 quarters since. The position peaked at $83.7K in Q2 2023. 652 funds tracked by Wall St. Rank hold EQR as of Q2 2024.

Janiczek Wealth Management held 328 shares of Equity Residential worth $22.7K as of Q2 2024.
Janiczek Wealth Management bought 61 Equity Residential shares in Q2 2024, an estimated $3.97K.
Equity Residential made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #538 holding.
Janiczek Wealth Management first reported a position in Equity Residential in Q3 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Equity Residential position peaked at $83.7K in Q2 2023.
652 funds tracked by Wall St. Rank held Equity Residential as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.