RJT
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Raymond James Trust’s Equity Residential EQR Stock Holding History

Raymond James Trust’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 		$436K Buy
5,859
+13
+0.2% +$939 0.01% 849
2024
Q2 		$405K Buy
5,846
+121
+2% +$7.87K 0.01% 831
2024
Q1 		$361K Buy
5,725
+256
+5% +$15.6K 0.01% 878
2023
Q4 		$334K Buy
5,469
+433
+9% +$25.1K 0.01% 876
2023
Q3 		$296K Sell
5,036
-9
-0.2% -$581 0.01% 867
2023
Q2 		$333K Buy
5,045
+10
+0.2% +$625 0.01% 839
2023
Q1 		$302K Buy
5,035
+129
+3% +$7.92K 0.01% 861
2022
Q4 		$290K Sell
4,906
-844
-15% -$52.8K 0.01% 845
2022
Q3 		$387K Buy
5,750
+2
+0% +$148 0.01% 678
2022
Q2 		$416K Sell
5,748
-632
-10% -$50.1K 0.01% 649
2022
Q1 		$574K Sell
6,380
-67
-1% -$5.92K 0.02% 580
2021
Q4 		$583K Buy
6,447
+840
+15% +$72.3K 0.02% 584
2021
Q3 		$454K Sell
5,607
-381
-6% -$31.5K 0.02% 652
2021
Q2 		$461K Buy
5,988
+313
+6% +$23.7K 0.02% 639
2021
Q1 		$406K Buy
5,675
+515
+10% +$34.1K 0.01% 676
2020
Q4 		$306K Sell
5,160
-176
-3% -$9.94K 0.01% 764
2020
Q3 		$274K Buy
5,336
+245
+5% +$13.6K 0.01% 732
2020
Q2 		$299K Buy
5,091
+493
+11% +$30.5K 0.01% 663
2020
Q1 		$284K Sell
4,598
-529
-10% -$40.9K 0.02% 564
2019
Q4 		$415K Sell
5,127
-893
-15% -$76K 0.02% 539
2019
Q3 		$520K Buy
6,020
+80
+1% +$6.54K 0.03% 447
2019
Q2 		$451K Sell
5,940
-6,681
-53% -$510K 0.02% 472
2019
Q1 		$950K Sell
12,621
-732
-5% -$52.7K 0.05% 283
2018
Q4 		$882K Sell
13,353
-69
-0.5% -$4.63K 0.06% 278
2018
Q3 		$889K Sell
13,422
-326
-2% -$21.6K 0.05% 298
2018
Q2 		$875K Sell
13,748
-239
-2% -$14.9K 0.05% 292
2018
Q1 		$862K Buy
13,987
+1,533
+12% +$91K 0.06% 264
2017
Q4 		$794K Sell
12,454
-279
-2% -$18.6K 0.05% 290
2017
Q3 		$839K Buy
12,733
+10
+0.1% +$669 0.06% 268
2017
Q2 		$838K Buy
12,723
+635
+5% +$41.5K 0.06% 269
2017
Q1 		$752K Buy
12,088
+322
+3% +$20.1K 0.06% 287
2016
Q4 		$757K Sell
11,766
-283
-2% -$17.4K 0.06% 276
2016
Q3 		$776K Buy
12,049
+702
+6% +$46.8K 0.07% 259
2016
Q2 		$782K Sell
11,347
-307
-3% -$21.1K 0.07% 253
2016
Q1 		$874K Sell
11,654
-19
-0.2% -$1.42K 0.08% 237
2015
Q4 		$953K Buy
11,673
+1,296
+12% +$102K 0.09% 214
2015
Q3 		$779K Buy
10,377
+690
+7% +$50.7K 0.09% 221
2015
Q2 		$680K Buy
9,687
+26
+0.3% +$1.93K 0.07% 248
2015
Q1 		$752K Sell
9,661
-1,624
-14% -$127K 0.08% 242
2014
Q4 		$811K Buy
11,285
+1,627
+17% +$113K 0.09% 226
2014
Q3 		$595K Buy
9,658
+515
+6% +$33.3K 0.07% 266
2014
Q2 		$576K Buy
9,143
+4,288
+88% +$260K 0.07% 270
2014
Q1 		$282K Buy
4,855
+157
+3% +$8.86K 0.03% 423
2013
Q4 		$243K Sell
4,698
-576
-11% -$30.3K 0.03% 459
2013
Q3 		$283K Buy
+5,274
New +$291K 0.04% 374

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Raymond James Trust's EQR Position: Q3 2024 in Review

Raymond James Trust increased its Equity Residential (EQR) stake by 0.22% in Q3 2024, buying an estimated $939 and bringing the position to 5,859 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #849.

Raymond James Trust first reported a position in EQR in Q3 2013 and has held it in 45 quarters since. The position peaked at $953K in Q4 2015. 677 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

  • Raymond James Trust held 5,859 shares of Equity Residential worth $436K as of Q3 2024.
  • Raymond James Trust bought 13 Equity Residential shares in Q3 2024, an estimated $939.
  • Equity Residential made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #849 holding.
  • Raymond James Trust first reported a position in Equity Residential in Q3 2013 and has held it in 45 quarters since.
  • Raymond James Trust's Equity Residential position peaked at $953K in Q4 2015.
  • 677 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.