Kapitalo Investimentos’s Equity Residential EQR Stock Holding History

Kapitalo Investimentos’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
2025 Q1	–	Sell	-712	Closed	-$51.1K	–	168
2024 Q4	$51.1K	Buy	+712	New	+$52.3K	0.03%	208
2024 Q3	–	Sell	-5,075	Closed	-$352K	–	184
2024 Q2	$352K	Buy	+5,075	New	+$330K	0.11%	69
2023 Q4	–	Sell	-8,742	Closed	-$513K	–	586
2023 Q3	$513K	Buy	+8,742	New	+$565K	0.07%	102

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Kapitalo Investimentos's EQR Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Equity Residential (EQR) in Q1 2025, closing a stake of 712 shares — an estimated $51.1K sold.

Kapitalo Investimentos first reported a position in EQR in Q3 2023 and held it in 3 quarters. The position peaked at $513K in Q3 2023. 702 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

Kapitalo Investimentos reported no remaining Equity Residential position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 712 Equity Residential shares in Q1 2025, an estimated $51.1K.
Kapitalo Investimentos first reported a position in Equity Residential in Q3 2023 and held it in 3 quarters.
Kapitalo Investimentos's Equity Residential position peaked at $513K in Q3 2023.
702 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.