The Family Firm’s Equity Residential EQR Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-1,023	Closed	-$70.9K	–	401
2024 Q2	$70.9K	Buy	+1,023	New	+$66.6K	0.02%	334

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

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

The Family Firm's EQR Position: Q3 2024 in Review

The Family Firm sold out of Equity Residential (EQR) in Q3 2024, closing a stake of 1,023 shares — an estimated $70.9K sold.

The Family Firm first reported a position in EQR in Q2 2024 and held it in 1 quarter. The position peaked at $70.9K in Q2 2024. 678 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

The Family Firm reported no remaining Equity Residential position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,023 Equity Residential shares in Q3 2024, an estimated $70.9K.
The Family Firm first reported a position in Equity Residential in Q2 2024 and held it in 1 quarter.
The Family Firm's Equity Residential position peaked at $70.9K in Q2 2024.
678 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.