Private Ocean’s Equity Residential EQR Stock Holding History

Private Ocean’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 Q2	$17.3K	Hold	250	–	–	﹤0.01%	344
2024 Q1	$15.8K	Hold	250	–	–	﹤0.01%	328
2023 Q4	$15.3K	Hold	250	–	–	﹤0.01%	331
2023 Q3	$14.7K	Hold	250	–	–	﹤0.01%	331
2023 Q2	$16.5K	Hold	250	–	–	﹤0.01%	354
2023 Q1	$15K	Hold	250	–	–	﹤0.01%	351
2022 Q4	$14.8K	Hold	250	–	–	﹤0.01%	342
2022 Q3	$16K	Hold	250	–	–	﹤0.01%	323
2022 Q2	$18K	Hold	250	–	–	﹤0.01%	302
2022 Q1	$22K	Hold	250	–	–	﹤0.01%	325
2021 Q4	$23K	Hold	250	–	–	﹤0.01%	345
2021 Q3	$20K	Buy	+250	New	+$20.6K	﹤0.01%	353
2021 Q2	–	Sell	-350	Closed	-$25K	–	548
2021 Q1	$25K	Hold	350	–	–	﹤0.01%	343
2020 Q4	$21K	Hold	350	–	–	﹤0.01%	310
2020 Q3	$18K	Buy	+350	New	+$19.4K	﹤0.01%	322
2019 Q4	–	Sell	-95	Closed	-$9K	–	526
2019 Q3	$9K	Buy	+95	New	+$7.77K	﹤0.01%	416
2018 Q1	–	Sell	-63	Closed	-$4K	–	436
2017 Q4	$4K	Buy	+63	New	+$4.21K	﹤0.01%	288

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return