TOBAM’s Equity Residential EQR Stock Holding History

TOBAM’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
2025 Q2	–	Sell	-214	Closed	-$15K	–	267
2025 Q1	$15K	Sell	214 -256	-54%	-$18.1K	0.01%	216
2024 Q4	$34K	Sell	470 -1,457	-76%	-$107K	0.01%	308
2024 Q3	$143K	Buy	1,927 +152	+9%	+$11K	0.03%	204
2024 Q2	$123K	Sell	1,775 -764	-30%	-$49.7K	0.02%	218
2024 Q1	$160K	Buy	2,539 +245	+11%	+$14.9K	0.01%	264
2023 Q4	$140K	Sell	2,294 -755	-25%	-$43.7K	0.01%	264
2023 Q3	$179K	Buy	3,049 +539	+21%	+$34.8K	0.01%	236
2023 Q2	$166K	Sell	2,510 -518	-17%	-$32.4K	0.01%	269
2023 Q1	$182K	Buy	3,028 +1,113	+58%	+$68.3K	0.01%	234
2022 Q4	$113K	Hold	1,915	–	–	0.01%	274
2022 Q3	$129K	Hold	1,915	–	–	0.01%	246
2022 Q2	$138K	Hold	1,915	–	–	0.01%	272
2022 Q1	$172K	Buy	1,915 +660	+53%	+$58.3K	0.01%	247
2021 Q4	$114K	Hold	1,255	–	–	0.01%	251
2021 Q3	$102K	Hold	1,255	–	–	﹤0.01%	265
2021 Q2	$97K	Hold	1,255	–	–	﹤0.01%	260
2021 Q1	$90K	Hold	1,255	–	–	﹤0.01%	260
2020 Q4	$74K	Hold	1,255	–	–	﹤0.01%	273
2020 Q3	$64K	Buy	+1,255	New	+$69.4K	﹤0.01%	268

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return