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Paloma Partners’s Equity Residential EQR Stock Holding History

Paloma Partners’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
-7,600
Closed -$448K – 816
2022
Q4 		$448K Buy
+7,600
New +$476K 0.02% 543
2022
Q3 		– Sell
-12,000
Closed -$867K – 1111
2022
Q2 		$867K Buy
+12,000
New +$952K 0.03% 469
2020
Q4 		– Sell
-17,000
Closed -$872K – 1794
2020
Q3 		$872K Buy
+17,000
New +$940K 0.02% 820
2018
Q2 		– Sell
-25,000
Closed -$1.54M – 1774
2018
Q1 		$1.54M Buy
+25,000
New +$1.48M 0.02% 732
2014
Q3 		– Sell
-4,000
Closed -$252K – 1093
2014
Q2 		$252K Buy
+4,000
New +$243K 0.01% 861

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paloma Partners's EQR Position: Q4 2024 in Review

Paloma Partners sold out of Equity Residential (EQR) in Q4 2024, closing a stake of 6,158 shares — an estimated $459K sold.

Paloma Partners first reported a position in EQR in Q2 2013 and held it in 24 quarters. The position peaked at $13.4M in Q3 2019. 683 funds tracked by Wall St. Rank hold EQR as of Q4 2024.

  • Paloma Partners reported no remaining Equity Residential position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 6,158 Equity Residential shares in Q4 2024, an estimated $459K.
  • Paloma Partners first reported a position in Equity Residential in Q2 2013 and held it in 24 quarters.
  • Paloma Partners's Equity Residential position peaked at $13.4M in Q3 2019.
  • 683 funds tracked by Wall St. Rank held Equity Residential as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.