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Pendal Group’s Equity Residential EQR Stock Holding History

Pendal 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
2022
Q4 		$330K Hold
5,589
– – ﹤0.01% 425
2022
Q3 		$376K Hold
5,589
– – ﹤0.01% 374
2022
Q2 		$404K Sell
5,589
-5,002
-47% -$397K ﹤0.01% 377
2022
Q1 		$952K Hold
10,591
– – 0.01% 340
2021
Q4 		$958K Sell
10,591
-2,171
-17% -$187K 0.01% 343
2021
Q3 		$1.03M Sell
12,762
-5,521
-30% -$456K 0.01% 315
2021
Q2 		$1.41M Sell
18,283
-1,693
-8% -$128K 0.01% 297
2021
Q1 		$1.43M Sell
19,976
-1,801
-8% -$119K 0.01% 268
2020
Q4 		$1.29M Buy
21,777
+725
+3% +$41K 0.01% 260
2020
Q3 		$1.08M Sell
21,052
-4,878
-19% -$270K 0.01% 237
2020
Q2 		$1.52M Sell
25,930
-3,479
-12% -$216K 0.02% 204
2020
Q1 		$1.81M Sell
29,409
-4,918
-14% -$380K 0.03% 164
2019
Q4 		$2.78M Hold
34,327
– – 0.04% 170
2019
Q3 		$2.96M Sell
34,327
-100
-0.3% -$8.18K 0.04% 167
2019
Q2 		$2.61M Sell
34,427
-8,600
-20% -$657K 0.04% 183
2019
Q1 		$2.6M Hold
43,027
– – 0.04% 184
2018
Q4 		$2.28M Sell
43,027
-43,300
-50% -$2.91M 0.04% 180
2018
Q3 		$5.72M Sell
86,327
-32,600
-27% -$2.16M 0.08% 132
2018
Q2 		$7.57M Sell
118,927
-10,300
-8% -$642K 0.1% 132
2018
Q1 		$7.96M Sell
129,227
-15,100
-10% -$896K 0.1% 136
2017
Q4 		$9.2M Buy
144,327
+9,431
+7% +$630K 0.12% 125
2017
Q3 		$8.89M Buy
134,896
+1,300
+1% +$87K 0.12% 133
2017
Q2 		$8.79M Buy
+133,596
New +$8.73M 0.13% 125

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Pendal Group's EQR Position: Q4 2022 in Review

Pendal Group held its Equity Residential (EQR) position steady in Q4 2022 at 5,589 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Pendal Group first reported a position in EQR in Q2 2017 and has held it in 23 quarters since. The position peaked at $9.2M in Q4 2017. 597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

  • Pendal Group held 5,589 shares of Equity Residential worth $330K as of Q4 2022.
  • Pendal Group left its Equity Residential share count unchanged in Q4 2022.
  • Equity Residential made up ﹤0.01% of Pendal Group's portfolio in Q4 2022, its #425 holding.
  • Pendal Group first reported a position in Equity Residential in Q2 2017 and has held it in 23 quarters since.
  • Pendal Group's Equity Residential position peaked at $9.2M in Q4 2017.
  • 597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.