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UBS’s Equity Residential EQR Stock Holding History

UBS’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
2014
Q3 		$17.7M Buy
287,266
+34,400
+14% +$2.22M 0.01% 1038
2014
Q2 		$15.9M Buy
252,866
+30,730
+14% +$1.87M 0.01% 1021
2014
Q1 		$12.9M Buy
222,136
+27,076
+14% +$1.53M 0.01% 1067
2013
Q4 		$10.1M Buy
195,060
+26,493
+16% +$1.4M 0.01% 1237
2013
Q3 		$9.03M Sell
168,567
-46,282
-22% -$2.55M 0.01% 1208
2013
Q2 		$12.5M Buy
+214,849
New +$12.3M 0.01% 914

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

UBS's EQR Position: Q3 2014 in Review

UBS increased its Equity Residential (EQR) stake by 14% in Q3 2014, buying an estimated $2.22M and bringing the position to 287,266 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #1038.

UBS first reported a position in EQR in Q2 2013 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold EQR as of Q3 2014.

  • UBS held 287,266 shares of Equity Residential worth $17.7M as of Q3 2014.
  • UBS bought 34,400 Equity Residential shares in Q3 2014, an estimated $2.22M.
  • Equity Residential made up 0.01% of UBS's portfolio in Q3 2014, its #1038 holding.
  • UBS first reported a position in Equity Residential in Q2 2013 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Equity Residential as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.