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Mid Atlantic Financial Management’s Equity Residential EQR Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$359K Buy
4,431
+20
+0.5% +$1.65K 0.02% 582
2021
Q2 		$340K Buy
4,411
+33
+0.8% +$2.5K 0.02% 615
2021
Q1 		$314K Buy
4,378
+49
+1% +$3.24K 0.02% 608
2020
Q4 		$257K Hold
4,329
– – 0.02% 640
2020
Q3 		$257K Sell
4,329
-90
-2% -$4.98K 0.02% 575
2020
Q2 		$260K Buy
+4,419
New +$274K 0.03% 530

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mid Atlantic Financial Management's EQR Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Equity Residential (EQR) stake by 0.45% in Q3 2021, buying an estimated $1.65K and bringing the position to 4,431 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #582.

Mid Atlantic Financial Management first reported a position in EQR in Q2 2020 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold EQR as of Q3 2021.

  • Mid Atlantic Financial Management held 4,431 shares of Equity Residential worth $359K as of Q3 2021.
  • Mid Atlantic Financial Management bought 20 Equity Residential shares in Q3 2021, an estimated $1.65K.
  • Equity Residential made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #582 holding.
  • Mid Atlantic Financial Management first reported a position in Equity Residential in Q2 2020 and has held it in 6 quarters since.
  • 596 funds tracked by Wall St. Rank held Equity Residential as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.