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Unique Wealth Strategies’s Equity Residential EQR Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-22
Closed -$1.39K – 354
2024
Q2 		$1.39K Buy
+22
New +$1.43K ﹤0.01% 517

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
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 $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Unique Wealth Strategies's EQR Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Equity Residential (EQR) in Q3 2024, closing a stake of 22 shares — an estimated $1.39K sold.

Unique Wealth Strategies first reported a position in EQR in Q2 2024 and held it in 1 quarter. The position peaked at $1.39K in Q2 2024. 678 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Equity Residential position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 22 Equity Residential shares in Q3 2024, an estimated $1.39K.
  • Unique Wealth Strategies first reported a position in Equity Residential in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Equity Residential position peaked at $1.39K in Q2 2024.
  • 678 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.