Security National Trust’s Equity Residential EQR Stock Holding History

Security National 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
2016 Q4	–	Sell	-500	Closed	-$32K	–	437
2016 Q3	$32K	Hold	500	–	–	0.01%	307
2016 Q2	$34K	Hold	500	–	–	0.01%	299
2016 Q1	$38K	Hold	500	–	–	0.01%	289
2015 Q4	$41K	Hold	500	–	–	0.02%	280
2015 Q3	$38K	Hold	500	–	–	0.01%	290
2015 Q2	$35K	Sell	500 -50	-9%	-$3.71K	0.01%	307
2015 Q1	$43K	Sell	550 -50	-8%	-$3.9K	0.02%	295
2014 Q4	$43K	Hold	600	–	–	0.02%	289
2014 Q3	$37K	Hold	600	–	–	0.02%	296
2014 Q2	$38K	Hold	600	–	–	0.01%	298
2014 Q1	$35K	Hold	600	–	–	0.01%	306
2013 Q4	$31K	Hold	600	–	–	0.01%	311
2013 Q3	$32K	Hold	600	–	–	0.01%	298
2013 Q2	$35K	Buy	+600	New	+$34.5K	0.02%	282

Other funds holding EQR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Macquarie Group

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return