Reilly Financial Advisors’s Equity Residential EQR Stock Holding History

Reilly Financial 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
2021 Q4	$45K	Hold	494	–	–	﹤0.01%	422
2021 Q3	$40K	Hold	494	–	–	﹤0.01%	413
2021 Q2	$38K	Hold	494	–	–	﹤0.01%	419
2021 Q1	$35K	Hold	494	–	–	﹤0.01%	425
2020 Q4	$29K	Hold	494	–	–	﹤0.01%	422
2020 Q3	$25K	Hold	494	–	–	﹤0.01%	410
2020 Q2	$29K	Hold	494	–	–	﹤0.01%	391
2020 Q1	$30K	Hold	494	–	–	﹤0.01%	372
2019 Q4	$40K	Sell	494 -373	-43%	-$31.7K	﹤0.01%	364
2019 Q3	$75K	Buy	+867	New	+$70.9K	0.01%	283

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's EQR Position: Q4 2021 in Review

Reilly Financial Advisors held its Equity Residential (EQR) position steady in Q4 2021 at 494 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Reilly Financial Advisors first reported a position in EQR in Q3 2019 and has held it in 10 quarters since. The position peaked at $75K in Q3 2019. 654 funds tracked by Wall St. Rank hold EQR as of Q4 2021.

Reilly Financial Advisors held 494 shares of Equity Residential worth $45K as of Q4 2021.
Reilly Financial Advisors left its Equity Residential share count unchanged in Q4 2021.
Equity Residential made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #422 holding.
Reilly Financial Advisors first reported a position in Equity Residential in Q3 2019 and has held it in 10 quarters since.
Reilly Financial Advisors's Equity Residential position peaked at $75K in Q3 2019.
654 funds tracked by Wall St. Rank held Equity Residential as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.