KT
EQR icon

Kanaly Trust’s Equity Residential EQR Stock Holding History

Kanaly Trust’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 		$4K Sell
57
-2
-3% -$123 ﹤0.01% 694
2016
Q3 		$4K Buy
59
+31
+111% +$2.07K ﹤0.01% 674
2016
Q2 		$2K Sell
28
-16
-36% -$1.1K ﹤0.01% 768
2016
Q1 		$3K Hold
44
– – ﹤0.01% 705
2015
Q4 		$4K Hold
44
– – ﹤0.01% 692
2015
Q3 		$3K Hold
44
– – ﹤0.01% 711
2015
Q2 		$3K Buy
44
+16
+57% +$1.19K ﹤0.01% 710
2015
Q1 		$2K Hold
28
– – ﹤0.01% 606
2014
Q4 		$2K Hold
28
– – ﹤0.01% 620
2014
Q3 		$2K Hold
28
– – ﹤0.01% 704
2014
Q2 		$2K Buy
+28
New +$1.7K ﹤0.01% 637

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
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
LIMS
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Kanaly Trust's EQR Position: Q4 2016 in Review

Kanaly Trust reduced its Equity Residential (EQR) stake by 3.4% in Q4 2016, selling an estimated $123 and leaving 57 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Kanaly Trust first reported a position in EQR in Q2 2014 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold EQR as of Q4 2016.

  • Kanaly Trust held 57 shares of Equity Residential worth $4K as of Q4 2016.
  • Kanaly Trust sold 2 Equity Residential shares in Q4 2016, an estimated $123.
  • Equity Residential made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #694 holding.
  • Kanaly Trust first reported a position in Equity Residential in Q2 2014 and has held it in 11 quarters since.
  • 505 funds tracked by Wall St. Rank held Equity Residential as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.