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Realta Investment Advisors’s Equity Residential EQR Stock Holding History

Realta Investment 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
2022
Q2 		– Sell
-2,356
Closed -$212K – 405
2022
Q1 		$212K Sell
2,356
-300
-11% -$26.5K 0.04% 382
2021
Q4 		$240K Buy
2,656
+6
+0.2% +$516 0.05% 361
2021
Q3 		$214K Hold
2,650
– – 0.05% 370
2021
Q2 		$204K Buy
+2,650
New +$200K 0.05% 374
2020
Q1 		– Sell
-89
Closed -$7K – 618
2019
Q4 		$7K Buy
89
+52
+141% +$4.43K ﹤0.01% 1238
2019
Q3 		$3K Hold
37
– – ﹤0.01% 1430
2019
Q2 		$3K Buy
+37
New +$2.83K ﹤0.01% 1478

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Realta Investment Advisors's EQR Position: Q2 2022 in Review

Realta Investment Advisors sold out of Equity Residential (EQR) in Q2 2022, closing a stake of 2,356 shares — an estimated $212K sold.

Realta Investment Advisors first reported a position in EQR in Q2 2019 and held it in 7 quarters. The position peaked at $240K in Q4 2021. 617 funds tracked by Wall St. Rank hold EQR as of Q2 2022.

  • Realta Investment Advisors reported no remaining Equity Residential position as of Q2 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 2,356 Equity Residential shares in Q2 2022, an estimated $212K.
  • Realta Investment Advisors first reported a position in Equity Residential in Q2 2019 and held it in 7 quarters.
  • Realta Investment Advisors's Equity Residential position peaked at $240K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Equity Residential as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.