Mirova’s Equity Residential EQR Stock Holding History

Mirova’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
2024 Q2	–	Sell	-971	Closed	-$61.3K	–	135
2024 Q1	$61.3K	Hold	971	–	–	0.01%	129
2023 Q4	$59.4K	Sell	971 -58	-6%	-$3.36K	0.01%	122
2023 Q3	$60.4K	Sell	1,029 -248	-19%	-$16K	0.01%	122
2023 Q2	$84.2K	Sell	1,277 -527	-29%	-$32.9K	0.01%	135
2023 Q1	$108K	Sell	1,804 -1,435	-44%	-$88.1K	0.02%	149
2022 Q4	$191K	Buy	3,239 +850	+36%	+$53.2K	0.03%	165
2022 Q3	$160K	Sell	2,389 -11,521	-83%	-$852K	0.03%	159
2022 Q2	$1M	Buy	13,910 +11,369	+447%	+$902K	0.14%	88
2022 Q1	$228K	Sell	2,541 -2	-0.1%	-$177	0.03%	152
2021 Q4	$230K	Buy	+2,543	New	+$219K	0.03%	147
2020 Q3	–	Sell	-201	Closed	-$12K	–	209
2020 Q2	$12K	Hold	201	–	–	﹤0.01%	148
2020 Q1	$12K	Hold	201	–	–	﹤0.01%	142
2019 Q4	$16K	Buy	+201	New	+$17.1K	0.01%	145

Other funds holding EQR

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

BlackRock New York $5.72T 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 $1.56T AUM 27.86% 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

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