Surevest’s Equity Residential EQR Stock Holding History

Surevest’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 Q3	$1K	Hold	13	–	–	﹤0.01%	446
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	481
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	456
2021 Q4	$1K	Buy	+13	New	+$1.12K	﹤0.01%	465

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

Norges Bank Oslo, Norway $935B AUM

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

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

Surevest's EQR Position: Q3 2022 in Review

Surevest held its Equity Residential (EQR) position steady in Q3 2022 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Surevest first reported a position in EQR in Q4 2021 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold EQR as of Q3 2022.

Surevest held 13 shares of Equity Residential worth $1K as of Q3 2022.
Surevest left its Equity Residential share count unchanged in Q3 2022.
Equity Residential made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #446 holding.
Surevest first reported a position in Equity Residential in Q4 2021 and has held it in 4 quarters since.
617 funds tracked by Wall St. Rank held Equity Residential as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.