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Sutton Wealth Advisors’s Equity Residential EQR Stock Holding History

Sutton Wealth 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
2023
Q3 		$4.4K Buy
75
+29
+63% +$1.87K ﹤0.01% 610
2023
Q2 		$3.04K Buy
46
+2
+5% +$125 ﹤0.01% 641
2023
Q1 		$2.64K Hold
44
– – ﹤0.01% 606
2022
Q4 		$2.6K Sell
44
-65
-60% -$4.07K ﹤0.01% 1176
2022
Q3 		$7.33K Buy
109
+10
+10% +$739 ﹤0.01% 988
2022
Q2 		$7.15K Buy
99
+55
+125% +$4.36K ﹤0.01% 997
2022
Q1 		$3.96K Hold
44
– – ﹤0.01% 1106
2021
Q4 		$3.98K Hold
44
– – ﹤0.01% 1105
2021
Q3 		$3.56K Hold
44
– – ﹤0.01% 1102
2021
Q2 		$3.39K Hold
44
– – ﹤0.01% 1096
2021
Q1 		$3.15K Hold
44
– – ﹤0.01% 1076
2020
Q4 		$2.61K Sell
44
-63
-59% -$3.56K ﹤0.01% 1074
2020
Q3 		$5.49K Buy
107
+7
+7% +$387 ﹤0.01% 901
2020
Q2 		$5.88K Sell
100
-13
-12% -$805 ﹤0.01% 829
2020
Q1 		$6.97K Buy
113
+36
+47% +$2.78K ﹤0.01% 753
2019
Q4 		$6.23K Hold
77
– – ﹤0.01% 912
2019
Q3 		$6.64K Hold
77
– – ﹤0.01% 882
2019
Q2 		$5.85K Buy
77
+20
+35% +$1.53K ﹤0.01% 902
2019
Q1 		$4.29K Hold
57
– – ﹤0.01% 963
2018
Q4 		$3.76K Hold
57
– – ﹤0.01% 925
2018
Q3 		$3.78K Hold
57
– – ﹤0.01% 935
2018
Q2 		$3.63K Hold
57
– – ﹤0.01% 959
2018
Q1 		$3.51K Sell
57
-32
-36% -$1.9K ﹤0.01% 958
2017
Q4 		$5.68K Hold
89
– – ﹤0.01% 876
2017
Q3 		$5.87K Hold
89
– – ﹤0.01% 853
2017
Q2 		$5.86K Buy
89
+32
+56% +$2.09K ﹤0.01% 854
2017
Q1 		$3.55K Buy
57
+3
+6% +$188 ﹤0.01% 888
2016
Q4 		$3.48K Hold
54
– – ﹤0.01% 884
2016
Q3 		$3.47K Sell
54
-18
-25% -$1.2K ﹤0.01% 878
2016
Q2 		$4.96K Hold
72
– – ﹤0.01% 780
2016
Q1 		$5.4K Buy
+72
New +$5.39K 0.01% 728

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

Sutton Wealth Advisors's EQR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Equity Residential (EQR) stake by 63% in Q3 2023, buying an estimated $1.87K and bringing the position to 75 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Sutton Wealth Advisors first reported a position in EQR in Q1 2016 and has held it in 31 quarters since. The position peaked at $7.33K in Q3 2022. 592 funds tracked by Wall St. Rank hold EQR as of Q3 2023.

  • Sutton Wealth Advisors held 75 shares of Equity Residential worth $4.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 29 Equity Residential shares in Q3 2023, an estimated $1.87K.
  • Equity Residential made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #610 holding.
  • Sutton Wealth Advisors first reported a position in Equity Residential in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Equity Residential position peaked at $7.33K in Q3 2022.
  • 592 funds tracked by Wall St. Rank held Equity Residential as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.