JG
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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
2020
Q2 		– Sell
-4,600
Closed -$284K – 1524
2020
Q1 		$284K Sell
4,600
-12,400
-73% -$958K ﹤0.01% 1547
2019
Q4 		$1.38M Sell
17,000
-31,400
-65% -$2.67M 0.01% 1270
2019
Q3 		$4.17M Buy
48,400
+40,900
+545% +$3.35M 0.03% 616
2019
Q2 		$569K Buy
7,500
+2,600
+53% +$199K ﹤0.01% 1607
2019
Q1 		$369K Buy
+4,900
New +$353K ﹤0.01% 1722
2016
Q4 		– Sell
-109,100
Closed -$7.02M – 2273
2016
Q3 		$7.02M Sell
109,100
-129,700
-54% -$8.65M 0.04% 422
2016
Q2 		$16.4M Buy
238,800
+60,300
+34% +$4.15M 0.07% 165
2016
Q1 		$13.4M Buy
178,500
+153,500
+614% +$11.5M 0.08% 197
2015
Q4 		$2.04M Buy
+25,000
New +$1.97M 0.01% 850
2015
Q2 		– Sell
-45,000
Closed -$3.5M – 3343
2015
Q1 		$3.5M Buy
+45,000
New +$3.51M 0.02% 549
2013
Q3 		– Sell
-4,400
Closed -$255K – 1995
2013
Q2 		$255K Buy
+4,400
New +$253K ﹤0.01% 1394

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.