LJAC
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L.J. Altfest & Co’s Equity Residential EQR Stock Holding History

L.J. Altfest & Co’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
Q3 		– Sell
-3,192
Closed -$211K – 294
2023
Q2 		$211K Buy
+3,192
New +$199K 0.03% 279
2022
Q3 		– Sell
-2,937
Closed -$212K – 266
2022
Q2 		$212K Buy
2,937
+237
+9% +$18.8K 0.04% 234
2022
Q1 		$243K Buy
2,700
+22
+0.8% +$1.94K 0.04% 230
2021
Q4 		$242K Sell
2,678
-18
-0.7% -$1.55K 0.05% 224
2021
Q3 		$218K Sell
2,696
-258
-9% -$21.3K 0.05% 243
2021
Q2 		$227K Sell
2,954
-579
-16% -$43.8K 0.05% 249
2021
Q1 		$253K Sell
3,533
-9,529
-73% -$631K 0.06% 227
2020
Q4 		$774K Sell
13,062
-3,471
-21% -$196K 0.19% 97
2020
Q3 		$849K Buy
16,533
+7,400
+81% +$409K 0.23% 80
2020
Q2 		$537K Buy
+9,133
New +$566K 0.15% 100

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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

L.J. Altfest & Co's EQR Position: Q3 2023 in Review

L.J. Altfest & Co sold out of Equity Residential (EQR) in Q3 2023, closing a stake of 3,192 shares — an estimated $211K sold.

L.J. Altfest & Co first reported a position in EQR in Q2 2020 and held it in 10 quarters. The position peaked at $849K in Q3 2020. 591 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

  • L.J. Altfest & Co reported no remaining Equity Residential position as of Q3 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,192 Equity Residential shares in Q3 2023, an estimated $211K.
  • L.J. Altfest & Co first reported a position in Equity Residential in Q2 2020 and held it in 10 quarters.
  • L.J. Altfest & Co's Equity Residential position peaked at $849K in Q3 2020.
  • 591 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

Based on L.J. Altfest & Co's 13F filing for Q3 2023, filed 26 Oct 2023.