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RBA Wealth Management’s Equity Residential EQR Stock Holding History

RBA Wealth Management’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
2020
Q4 		– Sell
-5,944
Closed -$305K – 103
2020
Q3 		$305K Sell
5,944
-4,807
-45% -$266K 0.21% 85
2020
Q2 		$632K Buy
10,751
+1,873
+21% +$116K 0.46% 64
2020
Q1 		$548K Buy
8,878
+3,375
+61% +$261K 0.47% 66
2019
Q4 		$443K Buy
5,503
+2,853
+108% +$243K 0.3% 73
2019
Q3 		$229K Buy
+2,650
New +$217K 0.17% 86

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

RBA Wealth Management's EQR Position: Q4 2020 in Review

RBA Wealth Management sold out of Equity Residential (EQR) in Q4 2020, closing a stake of 5,944 shares — an estimated $305K sold.

RBA Wealth Management first reported a position in EQR in Q3 2019 and held it in 5 quarters. The position peaked at $632K in Q2 2020. 549 funds tracked by Wall St. Rank hold EQR as of Q4 2020.

  • RBA Wealth Management reported no remaining Equity Residential position as of Q4 2020 after selling out during the quarter.
  • RBA Wealth Management sold 5,944 Equity Residential shares in Q4 2020, an estimated $305K.
  • RBA Wealth Management first reported a position in Equity Residential in Q3 2019 and held it in 5 quarters.
  • RBA Wealth Management's Equity Residential position peaked at $632K in Q2 2020.
  • 549 funds tracked by Wall St. Rank held Equity Residential as of Q4 2020.

Based on RBA Wealth Management's 13F filing for Q4 2020, filed 2 Feb 2021.