MWM
EQR icon

Modera Wealth Management’s Equity Residential EQR Stock Holding History

Modera 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
2025
Q4 		– Sell
-3,111
Closed -$201K – 648
2025
Q3 		$201K Sell
3,111
-25
-0.8% -$1.64K ﹤0.01% 630
2025
Q2 		$212K Sell
3,136
-412
-12% -$28.3K ﹤0.01% 616
2025
Q1 		$254K Buy
3,548
+237
+7% +$16.7K ﹤0.01% 544
2024
Q4 		$238K Buy
3,311
+33
+1% +$2.42K ﹤0.01% 560
2024
Q3 		$244K Buy
3,278
+200
+6% +$14.4K ﹤0.01% 540
2024
Q2 		$213K Buy
+3,078
New +$200K ﹤0.01% 534
2023
Q3 		– Sell
-3,078
Closed -$203K – 561
2023
Q2 		$203K Buy
+3,078
New +$192K ﹤0.01% 529

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return