Kore Private Wealth’s Equity Residential EQR Stock Holding History

Kore Private Wealth’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
2022 Q3	$398K	Sell	5,917 -3,057	-34%	-$226K	0.07%	154
2022 Q2	$648K	Sell	8,974 -209	-2%	-$16.6K	0.1%	135
2022 Q1	$826K	Buy	9,183 +136	+2%	+$12K	0.1%	135
2021 Q4	$819K	Sell	9,047 -2,599	-22%	-$224K	0.1%	132
2021 Q3	$942K	Buy	11,646 +449	+4%	+$37.1K	0.1%	155
2021 Q2	$862K	Buy	11,197 +3,833	+52%	+$290K	0.1%	151
2021 Q1	$527K	Buy	7,364 +3,037	+70%	+$201K	0.07%	183
2020 Q4	$257K	Buy	+4,327	New	+$244K	0.04%	265
2020 Q3	–	Sell	-1,558	Closed	-$91K	–	512
2020 Q2	$91K	Buy	1,558 +126	+9%	+$7.81K	0.02%	348
2020 Q1	$88K	Buy	1,432 +51	+4%	+$3.94K	0.02%	327
2019 Q4	$112K	Buy	+1,381	New	+$118K	0.02%	343
2019 Q2	–	Sell	-1,758	Closed	-$133K	–	407
2019 Q1	$133K	Buy	1,758 +438	+33%	+$31.6K	0.03%	254
2018 Q4	$88K	Buy	+1,320	New	+$88.6K	0.02%	291

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

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

Kore Private Wealth's EQR Position: Q3 2022 in Review

Kore Private Wealth reduced its Equity Residential (EQR) stake by 34% in Q3 2022, selling an estimated $226K and leaving 5,917 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #154.

Kore Private Wealth first reported a position in EQR in Q4 2018 and has held it in 13 quarters since. The position peaked at $942K in Q3 2021. 618 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

Kore Private Wealth held 5,917 shares of Equity Residential worth $398K as of Q3 2022.
Kore Private Wealth sold 3,057 Equity Residential shares in Q3 2022, an estimated $226K.
Equity Residential made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #154 holding.
Kore Private Wealth first reported a position in Equity Residential in Q4 2018 and has held it in 13 quarters since.
Kore Private Wealth's Equity Residential position peaked at $942K in Q3 2021.
618 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.