PS
EQR icon

Planned Solutions’s Equity Residential EQR Stock Holding History

Planned 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
2024
Q4 		– Sell
-1,000
Closed -$74.5K – 263
2024
Q3 		$74.5K Buy
+1,000
New +$72.2K 0.03% 252
2024
Q1 		– Sell
-1,000
Closed -$61.2K – 223
2023
Q4 		$61.2K Buy
+1,000
New +$57.9K 0.03% 254
2022
Q2 		– Sell
-2,593
Closed -$233K – 66
2022
Q1 		$233K Hold
2,593
– – 0.16% 66
2021
Q4 		$235K Buy
+2,593
New +$223K 0.16% 68
2021
Q2 		$215K Hold
2,793
– – 0.15% 65
2021
Q1 		$200K Buy
2,793
+850
+44% +$56.3K 0.16% 60
2020
Q4 		$115K Hold
1,943
– – 0.09% 84
2020
Q3 		$100K Buy
+1,943
New +$107K 0.1% 80

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