Nelson Capital Management’s Equity Residential EQR Stock Holding History

Nelson Capital 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
2023 Q1	–	Sell	-27,831	Closed	-$1.64M	–	91
2022 Q4	$1.64M	Sell	27,831 -339	-1%	-$21.2K	0.48%	55
2022 Q3	$1.89M	Buy	28,170 +12,044	+75%	+$891K	0.56%	52
2022 Q2	$1.17M	Sell	16,126 -15,982	-50%	-$1.27M	0.32%	63
2022 Q1	$2.89M	Buy	32,108 +915	+3%	+$80.8K	0.56%	53
2021 Q4	$2.82M	Buy	31,193 +1,494	+5%	+$129K	0.52%	52
2021 Q3	$2.4M	Buy	+29,699	New	+$2.45M	0.48%	52
2019 Q4	–	Sell	-1,045	Closed	-$90K	–	159
2019 Q3	$90K	Buy	+1,045	New	+$85.5K	0.02%	119
2019 Q2	–	Sell	-780	Closed	-$59K	–	316
2019 Q1	$59K	Hold	780	–	–	0.01%	126
2018 Q4	$51K	Hold	780	–	–	0.01%	128
2018 Q3	$52K	Hold	780	–	–	0.01%	127
2018 Q2	$50K	Sell	780 -106	-12%	-$6.61K	0.01%	125
2018 Q1	$55K	Hold	886	–	–	0.01%	128
2017 Q4	$57K	Hold	886	–	–	0.02%	128
2017 Q3	$58K	Buy	886 +106	+14%	+$7.09K	0.02%	119
2017 Q2	$51K	Hold	780	–	–	0.02%	127
2017 Q1	$49K	Hold	780	–	–	0.02%	128
2016 Q4	$50K	Hold	780	–	–	0.02%	123
2016 Q3	$50K	Buy	+780	New	+$52K	0.02%	121

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 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Nelson Capital Management's EQR Position: Q1 2023 in Review

Nelson Capital Management sold out of Equity Residential (EQR) in Q1 2023, closing a stake of 27,831 shares — an estimated $1.64M sold.

Nelson Capital Management first reported a position in EQR in Q3 2016 and held it in 18 quarters. The position peaked at $2.89M in Q1 2022. 580 funds tracked by Wall St. Rank hold EQR as of Q1 2023.

Nelson Capital Management reported no remaining Equity Residential position as of Q1 2023 after selling out during the quarter.
Nelson Capital Management sold 27,831 Equity Residential shares in Q1 2023, an estimated $1.64M.
Nelson Capital Management first reported a position in Equity Residential in Q3 2016 and held it in 18 quarters.
Nelson Capital Management's Equity Residential position peaked at $2.89M in Q1 2022.
580 funds tracked by Wall St. Rank held Equity Residential as of Q1 2023.

Based on Nelson Capital Management's 13F filing for Q1 2023, filed 9 May 2023.