Joel Isaacson & Co’s Equity Residential EQR Stock Holding History

Joel Isaacson & Co’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
2016 Q4	–	Sell	-1,000	Closed	-$64K	–	660
2016 Q3	$64K	Hold	1,000	–	–	0.01%	292
2016 Q2	$69K	Hold	1,000	–	–	0.01%	278
2016 Q1	$75K	Hold	1,000	–	–	0.02%	279
2015 Q4	$82K	Hold	1,000	–	–	0.02%	256
2015 Q3	$75K	Hold	1,000	–	–	0.02%	264
2015 Q2	$70K	Hold	1,000	–	–	0.02%	310
2015 Q1	$78K	Hold	1,000	–	–	0.02%	293
2014 Q4	$72K	Hold	1,000	–	–	0.02%	273
2014 Q3	$62K	Hold	1,000	–	–	0.02%	269
2014 Q2	$63K	Hold	1,000	–	–	0.02%	271
2014 Q1	$58K	Hold	1,000	–	–	0.02%	270
2013 Q4	$52K	Hold	1,000	–	–	0.02%	260
2013 Q3	$54K	Hold	1,000	–	–	0.02%	246
2013 Q2	$58K	Buy	+1,000	New	+$57.4K	0.03%	207

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

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

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Macquarie Group

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return