U
EQR icon

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 		$12K Sell
200
-900
-82% -$58.1K ﹤0.01% 8620
2014
Q2 		$69K Buy
1,100
+600
+120% +$36.4K ﹤0.01% 6423
2014
Q1 		$29K Sell
500
-1,100
-69% -$62K ﹤0.01% 7581
2013
Q4 		$83K Sell
1,600
-1,300
-45% -$68.5K ﹤0.01% 6293
2013
Q3 		$155K Buy
2,900
+200
+7% +$11K ﹤0.01% 5502
2013
Q2 		$157K Buy
+2,700
New +$155K ﹤0.01% 5357

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 $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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. 452 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.
  • 452 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.