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Stamos Capital Partners’s Equity Residential EQR Stock Holding History

Stamos Capital Partners’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
Q4 		– Sell
-11,340
Closed -$762K – 145
2022
Q3 		$762K Sell
11,340
-3,100
-21% -$229K 0.19% 93
2022
Q2 		$1.04M Buy
14,440
+2,440
+20% +$194K 0.32% 66
2022
Q1 		$1.08M Buy
+12,000
New +$1.06M 0.36% 50

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Stamos Capital Partners's EQR Position: Q4 2022 in Review

Stamos Capital Partners sold out of Equity Residential (EQR) in Q4 2022, closing a stake of 11,340 shares — an estimated $762K sold.

Stamos Capital Partners first reported a position in EQR in Q1 2022 and held it in 3 quarters. The position peaked at $1.08M in Q1 2022. 597 funds tracked by Wall St. Rank hold EQR as of Q4 2022.

  • Stamos Capital Partners reported no remaining Equity Residential position as of Q4 2022 after selling out during the quarter.
  • Stamos Capital Partners sold 11,340 Equity Residential shares in Q4 2022, an estimated $762K.
  • Stamos Capital Partners first reported a position in Equity Residential in Q1 2022 and held it in 3 quarters.
  • Stamos Capital Partners's Equity Residential position peaked at $1.08M in Q1 2022.
  • 597 funds tracked by Wall St. Rank held Equity Residential as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.