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Napa Wealth Management’s Equity Residential EQR Stock Holding History

Napa 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
2024
Q4 		– Sell
-3,995
Closed -$297K – 187
2024
Q3 		$297K Buy
3,995
+793
+25% +$57.3K 0.14% 136
2024
Q2 		$222K Buy
+3,202
New +$208K 0.15% 102

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Napa Wealth Management's EQR Position: Q4 2024 in Review

Napa Wealth Management sold out of Equity Residential (EQR) in Q4 2024, closing a stake of 3,995 shares — an estimated $297K sold.

Napa Wealth Management first reported a position in EQR in Q2 2024 and held it in 2 quarters. The position peaked at $297K in Q3 2024. 683 funds tracked by Wall St. Rank hold EQR as of Q4 2024.

  • Napa Wealth Management reported no remaining Equity Residential position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 3,995 Equity Residential shares in Q4 2024, an estimated $297K.
  • Napa Wealth Management first reported a position in Equity Residential in Q2 2024 and held it in 2 quarters.
  • Napa Wealth Management's Equity Residential position peaked at $297K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held Equity Residential as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.