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OneAscent Investment Solutions’s Equity Residential EQR Stock Holding History

OneAscent Investment Solutions’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
Q2 		– Sell
-6,593
Closed -$472K – 138
2025
Q1 		$472K Buy
+6,593
New +$466K 0.56% 51

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OneAscent Investment Solutions's EQR Position: Q2 2025 in Review

OneAscent Investment Solutions sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 6,593 shares — an estimated $472K sold.

OneAscent Investment Solutions first reported a position in EQR in Q1 2025 and held it in 1 quarter. The position peaked at $472K in Q1 2025. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • OneAscent Investment Solutions reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
  • OneAscent Investment Solutions sold 6,593 Equity Residential shares in Q2 2025, an estimated $472K.
  • OneAscent Investment Solutions first reported a position in Equity Residential in Q1 2025 and held it in 1 quarter.
  • OneAscent Investment Solutions's Equity Residential position peaked at $472K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on OneAscent Investment Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.