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NewSquare Capital’s Equity Residential EQR Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-185
Closed -$12.5K – 507
2025
Q2 		$12.5K Sell
185
-33
-15% -$2.27K ﹤0.01% 597
2025
Q1 		$15.6K Buy
218
+207
+1,882% +$14.6K ﹤0.01% 423
2024
Q4 		$789 Buy
+11
New +$808 ﹤0.01% 680

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T. Rowe Price Associates
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AAMU
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Geode Capital Management
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First Eagle Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewSquare Capital's EQR Position: Q3 2025 in Review

NewSquare Capital sold out of Equity Residential (EQR) in Q3 2025, closing a stake of 185 shares — an estimated $12.5K sold.

NewSquare Capital first reported a position in EQR in Q4 2024 and held it in 3 quarters. The position peaked at $15.6K in Q1 2025. 688 funds tracked by Wall St. Rank hold EQR as of Q3 2025.

  • NewSquare Capital reported no remaining Equity Residential position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 185 Equity Residential shares in Q3 2025, an estimated $12.5K.
  • NewSquare Capital first reported a position in Equity Residential in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Equity Residential position peaked at $15.6K in Q1 2025.
  • 688 funds tracked by Wall St. Rank held Equity Residential as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.