TNA
EQR icon

True North Advisors’s Equity Residential EQR Stock Holding History

True North 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
2020
Q2 		– Sell
-4,192
Closed -$258K – 193
2020
Q1 		$258K Buy
4,192
+433
+12% +$33.5K 0.09% 104
2019
Q4 		$304K Buy
+3,759
New +$320K 0.09% 84

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

True North Advisors's EQR Position: Q2 2020 in Review

True North Advisors sold out of Equity Residential (EQR) in Q2 2020, closing a stake of 4,192 shares — an estimated $258K sold.

True North Advisors first reported a position in EQR in Q4 2019 and held it in 2 quarters. The position peaked at $304K in Q4 2019. 573 funds tracked by Wall St. Rank hold EQR as of Q2 2020.

  • True North Advisors reported no remaining Equity Residential position as of Q2 2020 after selling out during the quarter.
  • True North Advisors sold 4,192 Equity Residential shares in Q2 2020, an estimated $258K.
  • True North Advisors first reported a position in Equity Residential in Q4 2019 and held it in 2 quarters.
  • True North Advisors's Equity Residential position peaked at $304K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held Equity Residential as of Q2 2020.

Based on True North Advisors's 13F filing for Q2 2020, filed 20 May 2022.