R.M. Davis Inc’s Equity Residential EQR Stock Holding History

R.M. Davis Inc’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
2025 Q2	–	Sell	-2,854	Closed	-$204K	–	276
2025 Q1	$204K	Hold	2,854	–	–	﹤0.01%	275
2024 Q4	$205K	Buy	+2,854	New	+$210K	﹤0.01%	273

Other funds holding EQR

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

BlackRock New York $5.72T 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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

R.M. Davis Inc's EQR Position: Q2 2025 in Review

R.M. Davis Inc sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 2,854 shares — an estimated $204K sold.

R.M. Davis Inc first reported a position in EQR in Q4 2024 and held it in 2 quarters. The position peaked at $205K in Q4 2024. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

R.M. Davis Inc reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
R.M. Davis Inc sold 2,854 Equity Residential shares in Q2 2025, an estimated $204K.
R.M. Davis Inc first reported a position in Equity Residential in Q4 2024 and held it in 2 quarters.
R.M. Davis Inc's Equity Residential position peaked at $205K in Q4 2024.
707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on R.M. Davis Inc's 13F filing for Q2 2025, filed 7 Aug 2025.