Luther King Capital Management (LKCM)
EQR icon

Luther King Capital Management (LKCM)’s Equity Residential EQR Stock Holding History

Luther King Capital Management (LKCM)’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
2022
Q4 		– Sell
-4,149
Closed -$279K – 585
2022
Q3 		$279K Sell
4,149
-1,149
-22% -$85K ﹤0.01% 514
2022
Q2 		$383K Buy
5,298
+1,564
+42% +$124K ﹤0.01% 510
2022
Q1 		$336K Sell
3,734
-2,652
-42% -$234K ﹤0.01% 531
2021
Q4 		$578K Sell
6,386
-170
-3% -$14.6K ﹤0.01% 477
2021
Q3 		$531K Sell
6,556
-1,369
-17% -$113K ﹤0.01% 476
2021
Q2 		$610K Buy
+7,925
New +$599K ﹤0.01% 480
2013
Q4 		– Sell
-22,300
Closed -$1.2M – 551
2013
Q3 		$1.2M Sell
22,300
-3,300
-13% -$182K 0.01% 396
2013
Q2 		$1.49M Buy
+25,600
New +$1.47M 0.01% 367

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AAMU
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JP Morgan Chase
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Geode Capital Management
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RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
First Eagle Investment Management
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Luther King Capital Management (LKCM)'s EQR Position: Q4 2022 in Review

Luther King Capital Management (LKCM) sold out of Equity Residential (EQR) in Q4 2022, closing a stake of 4,149 shares — an estimated $279K sold.

Luther King Capital Management (LKCM) first reported a position in EQR in Q2 2013 and held it in 8 quarters. The position peaked at $1.49M in Q2 2013. 598 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

  • Luther King Capital Management (LKCM) reported no remaining Equity Residential position as of Q4 2022 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 4,149 Equity Residential shares in Q4 2022, an estimated $279K.
  • Luther King Capital Management (LKCM) first reported a position in Equity Residential in Q2 2013 and held it in 8 quarters.
  • Luther King Capital Management (LKCM)'s Equity Residential position peaked at $1.49M in Q2 2013.
  • 598 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2022, filed 13 Feb 2023.