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Savvy Advisors Inc’s Equity Residential EQR Stock Holding History

Savvy Advisors Inc’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
2025
Q1 		– Sell
-3,560
Closed -$255K – 523
2024
Q4 		$255K Buy
3,560
+2
+0.1% +$147 0.03% 374
2024
Q3 		$265K Buy
3,558
+59
+2% +$4.26K 0.05% 282
2024
Q2 		$243K Buy
3,499
+32
+0.9% +$2.08K 0.08% 248
2024
Q1 		$219K Buy
+3,467
New +$211K 0.13% 200

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

Savvy Advisors Inc's EQR Position: Q1 2025 in Review

Savvy Advisors Inc sold out of Equity Residential (EQR) in Q1 2025, closing a stake of 3,560 shares — an estimated $255K sold.

Savvy Advisors Inc first reported a position in EQR in Q1 2024 and held it in 4 quarters. The position peaked at $265K in Q3 2024. 702 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

  • Savvy Advisors Inc reported no remaining Equity Residential position as of Q1 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 3,560 Equity Residential shares in Q1 2025, an estimated $255K.
  • Savvy Advisors Inc first reported a position in Equity Residential in Q1 2024 and held it in 4 quarters.
  • Savvy Advisors Inc's Equity Residential position peaked at $265K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Savvy Advisors Inc's 13F filing for Q1 2025, filed 12 May 2025.