NBC Securities’s Equity Residential EQR Stock Holding History

NBC Securities’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
2026 Q1	$8.28K	Hold	140	–	–	﹤0.01%	1982
2025 Q4	$8.82K	Sell	140 -56	-29%	-$3.44K	﹤0.01%	2061
2025 Q3	$12.7K	Sell	196 -23	-11%	-$1.5K	﹤0.01%	1939
2025 Q2	$14K	Sell	219 -11	-5%	-$756	﹤0.01%	1845
2025 Q1	$16K	Buy	+230	New	+$16.2K	﹤0.01%	1576
2024 Q4	–	Sell	-244	Closed	-$18K	–	1500
2024 Q3	$18K	Sell	244 -84	-26%	-$6.07K	﹤0.01%	1540
2024 Q2	$22K	Buy	328 +27	+9%	+$1.76K	﹤0.01%	1415
2024 Q1	$18K	Buy	301 +105	+54%	+$6.39K	﹤0.01%	1486
2023 Q4	$11K	Sell	196 -10	-5%	-$579	﹤0.01%	1663
2023 Q3	$12K	Buy	+206	New	+$13.3K	﹤0.01%	1646

Other funds holding EQR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $57.6B AUM 8.03% 1-Year Est. Return