LWM
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Lenox Wealth Management’s Equity Residential EQR Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$11K Sell
186
-3,242
-95% -$201K ﹤0.01% 424
2020
Q1 		$213K Buy
3,428
+79
+2% +$6.11K 0.07% 130
2019
Q4 		$273K Buy
3,349
+36
+1% +$3.06K 0.08% 132
2019
Q3 		$287K Buy
3,313
+3,142
+1,837% +$257K 0.08% 117
2019
Q2 		$13K Hold
171
– – ﹤0.01% 399
2019
Q1 		$13K Sell
171
-1,654
-91% -$119K ﹤0.01% 413
2018
Q4 		$19K Sell
1,825
-1,325
-42% -$89K 0.01% 298
2018
Q3 		$426K Buy
+3,150
New +$208K 0.13% 107

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return