Lee Financial’s Equity Residential EQR Stock Holding History

Lee Financial’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 Q2	–	Sell	-47	Closed	-$2.82K	–	802
2023 Q1	$2.82K	Buy	+47	New	+$2.89K	﹤0.01%	606
2022 Q1	–	Sell	-70	Closed	-$6K	–	820
2021 Q4	$6K	Buy	+70	New	+$6.02K	﹤0.01%	574
2020 Q3	–	Sell	-60	Closed	-$4K	–	539
2020 Q2	$4K	Hold	60	–	–	﹤0.01%	447
2020 Q1	$4K	Hold	60	–	–	﹤0.01%	398
2019 Q4	$5K	Hold	60	–	–	﹤0.01%	413
2019 Q3	$5K	Hold	60	–	–	﹤0.01%	421
2019 Q2	$5K	Hold	60	–	–	﹤0.01%	428
2019 Q1	$5K	Buy	+60	New	+$4.32K	﹤0.01%	414
2018 Q3	–	Sell	-88	Closed	-$6K	–	538
2018 Q2	$6K	Hold	88	–	–	﹤0.01%	591
2018 Q1	$5K	Buy	+88	New	+$5.22K	﹤0.01%	614

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

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