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Pinnacle Summer Investments’s Equity Residential EQR Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$669K Buy
8,200
+765
+10% +$60.3K 0.1% 108
2015
Q3 		$542K Buy
7,435
+795
+12% +$58.5K 0.09% 174
2015
Q2 		$467K Buy
+6,640
New +$493K 0.1% 121

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Pinnacle Summer Investments's EQR Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Equity Residential (EQR) stake by 10% in Q4 2015, buying an estimated $60.3K and bringing the position to 8,200 shares worth $669K. The position accounts for 0.1% of the portfolio, ranked #108.

Pinnacle Summer Investments first reported a position in EQR in Q2 2015 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold EQR as of Q4 2015.

  • Pinnacle Summer Investments held 8,200 shares of Equity Residential worth $669K as of Q4 2015.
  • Pinnacle Summer Investments bought 765 Equity Residential shares in Q4 2015, an estimated $60.3K.
  • Equity Residential made up 0.1% of Pinnacle Summer Investments's portfolio in Q4 2015, its #108 holding.
  • Pinnacle Summer Investments first reported a position in Equity Residential in Q2 2015 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Equity Residential as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.