VHAM
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Van Hulzen Asset Management’s Equity Residential EQR Stock Holding History

Van Hulzen Asset Management’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
2025
Q1 		– Sell
-4
Closed -$288 – 531
2024
Q4 		$288 Buy
+4
New +$294 ﹤0.01% 1120

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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 $59B AUM 32.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Van Hulzen Asset Management's EQR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Equity Residential (EQR) in Q1 2025, closing a stake of 4 shares — an estimated $288 sold.

Van Hulzen Asset Management first reported a position in EQR in Q4 2024 and held it in 1 quarter. The position peaked at $288 in Q4 2024. 702 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Equity Residential position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4 Equity Residential shares in Q1 2025, an estimated $288.
  • Van Hulzen Asset Management first reported a position in Equity Residential in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Equity Residential position peaked at $288 in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.