UWPG
EQC

Ullmann Wealth Partners Group’s Equity Commonwealth EQC Stock Holding History

Ullmann Wealth Partners Group’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38,436
Closed -$68K – 144
2024
Q4 		$68K Buy
+38,436
New +$592K 0.01% 133

Other funds holding EQC

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ullmann Wealth Partners Group's EQC Position: Q1 2025 in Review

Ullmann Wealth Partners Group sold out of Equity Commonwealth (EQC) in Q1 2025, closing a stake of 38,436 shares — an estimated $68K sold.

Ullmann Wealth Partners Group first reported a position in EQC in Q4 2024 and held it in 1 quarter. The position peaked at $68K in Q4 2024. 147 funds tracked by Wall St. Rank hold EQC as of Q1 2025.

  • Ullmann Wealth Partners Group reported no remaining Equity Commonwealth position as of Q1 2025 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 38,436 Equity Commonwealth shares in Q1 2025, an estimated $68K.
  • Ullmann Wealth Partners Group first reported a position in Equity Commonwealth in Q4 2024 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Equity Commonwealth position peaked at $68K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2025.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2025, filed 11 Apr 2025.