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SimplyRich’s Equity Residential EQR Stock Holding History

SimplyRich’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
2022
Q2 		– Sell
-9,719
Closed -$873K – 162
2022
Q1 		$873K Sell
9,719
-233
-2% -$20.6K 0.31% 84
2021
Q4 		$901K Buy
+9,952
New +$856K 0.3% 87
2018
Q1 		– Sell
-11,142
Closed -$711K – 176
2017
Q4 		$711K Buy
+11,142
New +$744K 0.4% 89

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

SimplyRich's EQR Position: Q2 2022 in Review

SimplyRich sold out of Equity Residential (EQR) in Q2 2022, closing a stake of 9,719 shares — an estimated $873K sold.

SimplyRich first reported a position in EQR in Q4 2017 and held it in 3 quarters. The position peaked at $901K in Q4 2021. 618 funds tracked by Wall St. Rank hold EQR as of Q2 2022.

  • SimplyRich reported no remaining Equity Residential position as of Q2 2022 after selling out during the quarter.
  • SimplyRich sold 9,719 Equity Residential shares in Q2 2022, an estimated $873K.
  • SimplyRich first reported a position in Equity Residential in Q4 2017 and held it in 3 quarters.
  • SimplyRich's Equity Residential position peaked at $901K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Equity Residential as of Q2 2022.

Based on SimplyRich's 13F filing for Q2 2022, filed 22 Jul 2022.