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Sheaff Brock Investment Advisors’s Equity Residential EQR Stock Holding History

Sheaff Brock 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
2020
Q3 		– Sell
-9,999
Closed -$588K – 477
2020
Q2 		$588K Buy
9,999
+1,155
+13% +$71.6K 0.06% 202
2020
Q1 		$546K Buy
8,844
+703
+9% +$54.3K 0.07% 174
2019
Q4 		$659K Buy
8,141
+1,426
+21% +$121K 0.06% 204
2019
Q3 		$579K Buy
6,715
+951
+16% +$77.8K 0.06% 217
2019
Q2 		$438K Buy
5,764
+365
+7% +$27.9K 0.05% 264
2019
Q1 		$407K Buy
5,399
+445
+9% +$32.1K 0.05% 291
2018
Q4 		$327K Buy
+4,954
New +$333K 0.05% 303

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's EQR Position: Q3 2020 in Review

Sheaff Brock Investment Advisors sold out of Equity Residential (EQR) in Q3 2020, closing a stake of 9,999 shares — an estimated $588K sold.

Sheaff Brock Investment Advisors first reported a position in EQR in Q4 2018 and held it in 7 quarters. The position peaked at $659K in Q4 2019. 537 funds tracked by Wall St. Rank hold EQR as of Q3 2020.

  • Sheaff Brock Investment Advisors reported no remaining Equity Residential position as of Q3 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 9,999 Equity Residential shares in Q3 2020, an estimated $588K.
  • Sheaff Brock Investment Advisors first reported a position in Equity Residential in Q4 2018 and held it in 7 quarters.
  • Sheaff Brock Investment Advisors's Equity Residential position peaked at $659K in Q4 2019.
  • 537 funds tracked by Wall St. Rank held Equity Residential as of Q3 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.