Lee, Danner & Bass’s Equity Residential EQR Stock Holding History

Lee, Danner & Bass’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	-13	Closed	-$933	–	363
2024 Q4	$933	Buy	+13	New	+$955	﹤0.01%	715

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

Lee, Danner & Bass's EQR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Equity Residential (EQR) in Q1 2025, closing a stake of 13 shares — an estimated $933 sold.

Lee, Danner & Bass first reported a position in EQR in Q4 2024 and held it in 1 quarter. The position peaked at $933 in Q4 2024. 702 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

Lee, Danner & Bass reported no remaining Equity Residential position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 13 Equity Residential shares in Q1 2025, an estimated $933.
Lee, Danner & Bass first reported a position in Equity Residential in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Equity Residential position peaked at $933 in Q4 2024.
702 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.