Jupiter Investment Management’s Equity Residential EQR Stock Holding History

Jupiter Investment 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
2020 Q2	$37.4M	Buy	635,172 +489,008	+335%	+$30.3M	0.6%	45
2020 Q1	$9.02M	Buy	146,164 +30,475	+26%	+$2.36M	0.18%	122
2019 Q4	$9.36M	Buy	115,689 +57,238	+98%	+$4.87M	0.13%	171
2019 Q3	$5.04M	Buy	58,451 +30,307	+108%	+$2.48M	0.07%	238
2019 Q2	$2.14M	Sell	28,144 -57,157	-67%	-$4.37M	0.02%	224
2019 Q1	$6.42M	Sell	85,301 -343,357	-80%	-$24.7M	0.06%	168
2018 Q4	$28.3M	Buy	+428,658	New	+$28.8M	0.25%	99
2018 Q3	–	Sell	-27,440	Closed	-$1.75M	–	386
2018 Q2	$1.75M	Buy	+27,440	New	+$1.71M	0.01%	251
2018 Q1	–	Sell	-1,708,255	Closed	-$109M	–	387
2017 Q4	$109M	Buy	1,708,255 +744,642	+77%	+$49.7M	1%	34
2017 Q3	$63.5M	Buy	963,613 +596,149	+162%	+$39.9M	0.66%	50
2017 Q2	$24.2M	Buy	+367,464	New	+$24M	0.29%	94
2017 Q1	–	Sell	-58,038	Closed	-$3.73M	–	425
2016 Q4	$3.73M	Hold	58,038	–	–	0.06%	164
2016 Q3	$3.73M	Buy	+58,038	New	+$3.87M	0.06%	183

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

AAMU

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Jupiter Investment Management's EQR Position: Q2 2020 in Review

Jupiter Investment Management increased its Equity Residential (EQR) stake by 335% in Q2 2020, buying an estimated $30.3M and bringing the position to 635,172 shares worth $37.4M. The position accounts for 0.6% of the portfolio, ranked #45.

Jupiter Investment Management first reported a position in EQR in Q3 2016 and has held it in 13 quarters since. The position peaked at $109M in Q4 2017. 573 funds tracked by Wall St. Rank hold EQR as of Q2 2020.

Jupiter Investment Management held 635,172 shares of Equity Residential worth $37.4M as of Q2 2020.
Jupiter Investment Management bought 489,008 Equity Residential shares in Q2 2020, an estimated $30.3M.
Equity Residential made up 0.6% of Jupiter Investment Management's portfolio in Q2 2020, its #45 holding.
Jupiter Investment Management first reported a position in Equity Residential in Q3 2016 and has held it in 13 quarters since.
Jupiter Investment Management's Equity Residential position peaked at $109M in Q4 2017.
573 funds tracked by Wall St. Rank held Equity Residential as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.