PWMG
EQC

Private Wealth Management Group’s Equity Commonwealth EQC Stock Holding History

Private Wealth Management Group’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31
Closed -$55 – 1604
2024
Q4 		$55 Sell
31
-88
-74% -$1.35K ﹤0.01% 1506
2024
Q3 		$2.37K Hold
119
– – ﹤0.01% 1000
2024
Q2 		$2.31K Buy
119
+8
+7% +$152 ﹤0.01% 996
2024
Q1 		$2.1K Sell
111
-123
-53% -$2.34K ﹤0.01% 945
2023
Q4 		$4.49K Buy
+234
New +$4.42K ﹤0.01% 667

Other funds holding EQC

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Private Wealth Management Group's EQC Position: Q1 2025 in Review

Private Wealth Management Group sold out of Equity Commonwealth (EQC) in Q1 2025, closing a stake of 31 shares — an estimated $55 sold.

Private Wealth Management Group first reported a position in EQC in Q4 2023 and held it in 5 quarters. The position peaked at $4.49K in Q4 2023. 147 funds tracked by Wall St. Rank hold EQC as of Q1 2025.

  • Private Wealth Management Group reported no remaining Equity Commonwealth position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 31 Equity Commonwealth shares in Q1 2025, an estimated $55.
  • Private Wealth Management Group first reported a position in Equity Commonwealth in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Equity Commonwealth position peaked at $4.49K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.