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Perennial Investment Partners’s Equity Residential EQR Stock Holding History

Perennial Investment 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
2014
Q3 		– Sell
-55,194
Closed -$3.48M – 81
2014
Q2 		$3.48M Sell
55,194
-146,213
-73% -$8.88M 1.58% 23
2014
Q1 		$11.7M Sell
201,407
-53,568
-21% -$3.02M 3.34% 5
2013
Q4 		$13.2M Sell
254,975
-9,659
-4% -$509K 3.81% 2
2013
Q3 		$14.2M Buy
264,634
+2,251
+0.9% +$124K 3.65% 4
2013
Q2 		$15.2M Buy
+262,383
New +$15.1M 3.91% 2

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Perennial Investment Partners's EQR Position: Q3 2014 in Review

Perennial Investment Partners sold out of Equity Residential (EQR) in Q3 2014, closing a stake of 55,194 shares — an estimated $3.48M sold.

Perennial Investment Partners first reported a position in EQR in Q2 2013 and held it in 5 quarters. The position peaked at $15.2M in Q2 2013. 453 funds tracked by Wall St. Rank hold EQR as of Q3 2014.

  • Perennial Investment Partners reported no remaining Equity Residential position as of Q3 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 55,194 Equity Residential shares in Q3 2014, an estimated $3.48M.
  • Perennial Investment Partners first reported a position in Equity Residential in Q2 2013 and held it in 5 quarters.
  • Perennial Investment Partners's Equity Residential position peaked at $15.2M in Q2 2013.
  • 453 funds tracked by Wall St. Rank held Equity Residential as of Q3 2014.

Based on Perennial Investment Partners's 13F filing for Q3 2014, filed 13 Nov 2014.