JG
EQR icon

Jefferies Group’s Equity Residential EQR Stock Holding History

Jefferies Group’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
Q3 		$3.31M Buy
49,187
+21,211
+76% +$1.57M 0.03% 447
2022
Q2 		$2.02M Buy
+27,976
New +$2.22M 0.02% 608
2020
Q4 		– Sell
-22,000
Closed -$1.13M – 1625
2020
Q3 		$1.13M Buy
+22,000
New +$1.22M 0.01% 759
2020
Q2 		– Sell
-23,190
Closed -$1.43M – 1525
2020
Q1 		$1.43M Sell
23,190
-22,479
-49% -$1.74M 0.02% 839
2019
Q4 		$3.7M Buy
+45,669
New +$3.89M 0.03% 679
2019
Q3 		– Sell
-4,116
Closed -$337K – 2781
2019
Q2 		$312K Buy
+4,116
New +$314K ﹤0.01% 1903
2018
Q4 		– Sell
-14,266
Closed -$945K – 2250
2018
Q3 		$945K Buy
+14,266
New +$944K 0.01% 1353
2018
Q1 		– Sell
-25,183
Closed -$1.61M – 2349
2017
Q4 		$1.61M Sell
25,183
-1,236
-5% -$82.5K 0.01% 1101
2017
Q3 		$1.74M Sell
26,419
-24,707
-48% -$1.65M 0.01% 1004
2017
Q2 		$3.37M Buy
51,126
+18,268
+56% +$1.19M 0.02% 715
2017
Q1 		$2.04M Buy
+32,858
New +$2.05M 0.02% 902
2016
Q4 		– Sell
-1,744
Closed -$112K – 2274
2016
Q3 		$112K Sell
1,744
-7,370
-81% -$492K ﹤0.01% 2023
2016
Q2 		$628K Buy
+9,114
New +$627K ﹤0.01% 1330
2016
Q1 		– Sell
-300
Closed -$22.4K – 2310
2015
Q4 		$24K Sell
300
-2,800
-90% -$221K ﹤0.01% 2174
2015
Q3 		$233K Sell
3,100
-19,460
-86% -$1.43M ﹤0.01% 1875
2015
Q2 		$1.58M Buy
22,560
+3,262
+17% +$242K 0.01% 1033
2015
Q1 		$1.5M Buy
+19,298
New +$1.51M 0.01% 873
2014
Q3 		– Sell
-300
Closed -$19K – 2198
2014
Q2 		$19K Buy
+300
New +$18.2K ﹤0.01% 1978
2014
Q1 		– Sell
-5,455
Closed -$308K – 2118
2013
Q4 		$283K Sell
5,455
-2,589
-32% -$136K ﹤0.01% 1407
2013
Q3 		$431K Buy
8,044
+7,594
+1,688% +$418K ﹤0.01% 1261
2013
Q2 		$26K Buy
+450
New +$25.8K ﹤0.01% 1724

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jefferies Group's EQR Position: Q3 2022 in Review

Jefferies Group increased its Equity Residential (EQR) stake by 76% in Q3 2022, buying an estimated $1.57M and bringing the position to 49,187 shares worth $3.31M. The position accounts for 0.03% of the portfolio, ranked #447.

Jefferies Group first reported a position in EQR in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.7M in Q4 2019. 617 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

  • Jefferies Group held 49,187 shares of Equity Residential worth $3.31M as of Q3 2022.
  • Jefferies Group bought 21,211 Equity Residential shares in Q3 2022, an estimated $1.57M.
  • Equity Residential made up 0.03% of Jefferies Group's portfolio in Q3 2022, its #447 holding.
  • Jefferies Group first reported a position in Equity Residential in Q2 2013 and has held it in 21 quarters since.
  • Jefferies Group's Equity Residential position peaked at $3.7M in Q4 2019.
  • 617 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.