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Raymond James Financial Services Advisors’s Equity Residential EQR Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$1.01M Buy
13,529
+4,120
+44% +$298K ﹤0.01% 2165
2024
Q2 		$652K Sell
9,409
-614
-6% -$40K ﹤0.01% 2360
2024
Q1 		$633K Sell
10,023
-2,573
-20% -$157K ﹤0.01% 2347
2023
Q4 		$770K Buy
12,596
+709
+6% +$41K ﹤0.01% 2135
2023
Q3 		$698K Buy
11,887
+574
+5% +$37.1K ﹤0.01% 2121
2023
Q2 		$746K Sell
11,313
-1,712
-13% -$107K ﹤0.01% 2098
2023
Q1 		$782K Sell
13,025
-511
-4% -$31.4K ﹤0.01% 2065
2022
Q4 		$799K Sell
13,536
-1,056
-7% -$66.1K ﹤0.01% 1990
2022
Q3 		$981K Sell
14,592
-1,069
-7% -$79K ﹤0.01% 1824
2022
Q2 		$1.13M Buy
15,661
+3,287
+27% +$261K ﹤0.01% 1751
2022
Q1 		$1.11M Sell
12,374
-218
-2% -$19.2K ﹤0.01% 1871
2021
Q4 		$1.14M Buy
12,592
+909
+8% +$78.2K ﹤0.01% 1889
2021
Q3 		$945K Sell
11,683
-155
-1% -$12.8K ﹤0.01% 1999
2021
Q2 		$911K Buy
11,838
+1,527
+15% +$115K ﹤0.01% 2015
2021
Q1 		$739K Buy
10,311
+995
+11% +$65.9K ﹤0.01% 2048
2020
Q4 		$552K Buy
9,316
+624
+7% +$35.3K ﹤0.01% 2073
2020
Q3 		$446K Buy
8,692
+3,463
+66% +$192K ﹤0.01% 2047
2020
Q2 		$308K Sell
5,229
-1,050
-17% -$65.1K ﹤0.01% 2215
2020
Q1 		$387K Sell
6,279
-838
-12% -$64.8K ﹤0.01% 1690
2019
Q4 		$576K Sell
7,117
-1,992
-22% -$170K ﹤0.01% 1875
2019
Q3 		$786K Sell
9,109
-102
-1% -$8.34K ﹤0.01% 1615
2019
Q2 		$699K Buy
9,211
+575
+7% +$43.9K ﹤0.01% 1703
2019
Q1 		$650K Buy
8,636
+1,489
+21% +$107K ﹤0.01% 1712
2018
Q4 		$472K Buy
7,147
+2,852
+66% +$192K ﹤0.01% 1712
2018
Q3 		$285K Buy
4,295
+121
+3% +$8.01K ﹤0.01% 2312
2018
Q2 		$266K Sell
4,174
-2,628
-39% -$164K ﹤0.01% 2316
2018
Q1 		$419K Buy
6,802
+678
+11% +$40.2K ﹤0.01% 1817
2017
Q4 		$391K Buy
6,124
+2,222
+57% +$148K ﹤0.01% 1852
2017
Q3 		$257K Sell
3,902
-935
-19% -$62.6K ﹤0.01% 2116
2017
Q2 		$318K Buy
4,837
+490
+11% +$32K ﹤0.01% 1959
2017
Q1 		$271K Sell
4,347
-223
-5% -$13.9K ﹤0.01% 1958
2016
Q4 		$294K Sell
4,570
-539
-11% -$33.1K ﹤0.01% 1815
2016
Q3 		$329K Sell
5,109
-2,456
-32% -$164K ﹤0.01% 1729
2016
Q2 		$521K Sell
7,565
-5,555
-42% -$382K 0.01% 1403
2016
Q1 		$984K Buy
+13,120
New +$981K 0.01% 918
2013
Q3 		– Sell
-15,810
Closed -$918K – 618
2013
Q2 		$918K Buy
+15,810
New +$908K 0.03% 650

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Raymond James Financial Services Advisors's EQR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Equity Residential (EQR) stake by 44% in Q3 2024, buying an estimated $298K and bringing the position to 13,529 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Raymond James Financial Services Advisors first reported a position in EQR in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.14M in Q4 2021. 678 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

  • Raymond James Financial Services Advisors held 13,529 shares of Equity Residential worth $1.01M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,120 Equity Residential shares in Q3 2024, an estimated $298K.
  • Equity Residential made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2165 holding.
  • Raymond James Financial Services Advisors first reported a position in Equity Residential in Q2 2013 and has held it in 36 quarters since.
  • Raymond James Financial Services Advisors's Equity Residential position peaked at $1.14M in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.