KI
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Kula Investments’s Equity Residential EQR Stock Holding History

Kula Investments’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
2023
Q1 		$1.16M Sell
19,348
-13,510
-41% -$829K 0.29% 88
2022
Q4 		$1.94M Buy
+32,858
New +$2.06M 0.57% 5

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Kula Investments's EQR Position: Q1 2023 in Review

Kula Investments reduced its Equity Residential (EQR) stake by 41% in Q1 2023, selling an estimated $829K and leaving 19,348 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #88.

Kula Investments first reported a position in EQR in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.94M in Q4 2022. 579 funds tracked by Wall St. Rank hold EQR as of Q1 2023.

  • Kula Investments held 19,348 shares of Equity Residential worth $1.16M as of Q1 2023.
  • Kula Investments sold 13,510 Equity Residential shares in Q1 2023, an estimated $829K.
  • Equity Residential made up 0.29% of Kula Investments's portfolio in Q1 2023, its #88 holding.
  • Kula Investments first reported a position in Equity Residential in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Equity Residential position peaked at $1.94M in Q4 2022.
  • 579 funds tracked by Wall St. Rank held Equity Residential as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.