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Kiwi Wealth Investments Limited Partnership’s Equity Residential EQR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021
Q1 		– Sell
-16,875
Closed -$1M – 239
2020
Q4 		$1M Sell
16,875
-8,519
-34% -$481K 0.06% 217
2020
Q3 		$1.3M Buy
+25,394
New +$1.4M 0.09% 195

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EQR Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Equity Residential (EQR) in Q1 2021, closing a stake of 16,875 shares — an estimated $1M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EQR in Q3 2020 and held it in 2 quarters. The position peaked at $1.3M in Q3 2020. 558 funds tracked by Wall St. Rank hold EQR as of Q1 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Equity Residential position as of Q1 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 16,875 Equity Residential shares in Q1 2021, an estimated $1M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Equity Residential in Q3 2020 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Equity Residential position peaked at $1.3M in Q3 2020.
  • 558 funds tracked by Wall St. Rank held Equity Residential as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.