LFA
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Legacy Financial Advisors’s Equity Residential EQR Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-512
Closed -$39K – 355
2019
Q1 		$39K Buy
512
+41
+9% +$2.95K 0.01% 313
2018
Q4 		$31K Buy
471
+89
+23% +$5.98K 0.01% 325
2018
Q3 		$25K Buy
382
+34
+10% +$2.25K 0.01% 339
2018
Q2 		$22K Buy
348
+111
+47% +$6.92K 0.01% 359
2018
Q1 		$14K Hold
237
– – 0.01% 412
2017
Q4 		$15K Buy
+237
New +$15.8K 0.01% 407

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return