Next Financial Group’s Equity Residential EQR Stock Holding History

Next Financial Group’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
2021 Q4	$6K	Buy	70 +17	+32%	+$1.46K	﹤0.01%	2359
2021 Q3	$4K	Sell	53 -4	-7%	-$330	﹤0.01%	2308
2021 Q2	$4K	Buy	+57	New	+$4.31K	﹤0.01%	2245
2020 Q2	–	Sell	-50	Closed	-$3K	–	958
2020 Q1	$3K	Sell	50 -13	-21%	-$1K	﹤0.01%	1819
2019 Q4	$5K	Hold	63	–	–	﹤0.01%	1957
2019 Q3	$5K	Sell	63 -387	-86%	-$31.7K	﹤0.01%	1899
2019 Q2	$34K	Buy	+450	New	+$34.4K	﹤0.01%	1287
2019 Q1	–	Sell	-50	Closed	-$3K	–	1740
2018 Q4	$3K	Buy	+50	New	+$3.36K	﹤0.01%	1659
2017 Q3	–	Sell	-250	Closed	-$16K	–	1802
2017 Q2	$16K	Sell	250 -300	-55%	-$19.6K	﹤0.01%	1159
2017 Q1	$36K	Sell	550 -25	-4%	-$1.56K	0.01%	826
2016 Q4	$37K	Hold	575	–	–	0.01%	1075
2016 Q3	$37K	Buy	575 +250	+77%	+$16.7K	0.01%	1079
2016 Q2	$22K	Buy	+325	New	+$22.4K	0.01%	930

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's EQR Position: Q4 2021 in Review

Next Financial Group increased its Equity Residential (EQR) stake by 32% in Q4 2021, buying an estimated $1.46K and bringing the position to 70 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Next Financial Group first reported a position in EQR in Q2 2016 and has held it in 13 quarters since. The position peaked at $37K in Q4 2016. 653 funds tracked by Wall St. Rank hold EQR as of Q4 2021.

Next Financial Group held 70 shares of Equity Residential worth $6K as of Q4 2021.
Next Financial Group bought 17 Equity Residential shares in Q4 2021, an estimated $1.46K.
Equity Residential made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2359 holding.
Next Financial Group first reported a position in Equity Residential in Q2 2016 and has held it in 13 quarters since.
Next Financial Group's Equity Residential position peaked at $37K in Q4 2016.
653 funds tracked by Wall St. Rank held Equity Residential as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.