Sierra Ocean’s Equity Residential EQR Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-47	Closed	-$3.2K	–	339
2025 Q2	$3.2K	Hold	47	–	–	﹤0.01%	671
2025 Q1	$3.4K	Hold	47	–	–	﹤0.01%	666
2024 Q4	$3.41K	Buy	+47	New	+$3.45K	﹤0.01%	668

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Sierra Ocean's EQR Position: Q3 2025 in Review

Sierra Ocean sold out of Equity Residential (EQR) in Q3 2025, closing a stake of 47 shares — an estimated $3.2K sold.

Sierra Ocean first reported a position in EQR in Q4 2024 and held it in 3 quarters. The position peaked at $3.41K in Q4 2024. 688 funds tracked by Wall St. Rank hold EQR as of Q3 2025.

Sierra Ocean reported no remaining Equity Residential position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 47 Equity Residential shares in Q3 2025, an estimated $3.2K.
Sierra Ocean first reported a position in Equity Residential in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Equity Residential position peaked at $3.41K in Q4 2024.
688 funds tracked by Wall St. Rank held Equity Residential as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.