Kaizen Advisory’s Equity Residential EQR Stock Holding History

Kaizen Advisory’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
2018 Q4	$65K	Buy	979 +94	+11%	+$6.31K	0.05%	277
2018 Q3	$59K	Hold	885	–	–	0.03%	304
2018 Q2	$56K	Buy	885 +526	+147%	+$32.8K	0.03%	308
2018 Q1	$22K	Hold	359	–	–	0.02%	310
2017 Q4	$23K	Buy	+359	New	+$24K	0.01%	299

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's EQR Position: Q4 2018 in Review

Kaizen Advisory increased its Equity Residential (EQR) stake by 11% in Q4 2018, buying an estimated $6.31K and bringing the position to 979 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #277.

Kaizen Advisory first reported a position in EQR in Q4 2017 and has held it in 5 quarters since. 544 funds tracked by Wall St. Rank hold EQR as of Q4 2018.

Kaizen Advisory held 979 shares of Equity Residential worth $65K as of Q4 2018.
Kaizen Advisory bought 94 Equity Residential shares in Q4 2018, an estimated $6.31K.
Equity Residential made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #277 holding.
Kaizen Advisory first reported a position in Equity Residential in Q4 2017 and has held it in 5 quarters since.
544 funds tracked by Wall St. Rank held Equity Residential as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.