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Virtus Investment Advisers’s Equity Residential EQR Stock Holding History

Virtus Investment Advisers’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
2018
Q1 		– Sell
-7,553
Closed -$482K – 144
2017
Q4 		$482K Sell
7,553
-427
-5% -$28.5K 0.05% 298
2017
Q3 		$526K Sell
7,980
-973
-11% -$65.1K 0.06% 303
2017
Q2 		$589K Buy
+8,953
New +$585K 0.06% 303
2016
Q4 		– Sell
-78,885
Closed -$5.08M – 491
2016
Q3 		$5.08M Buy
+78,885
New +$5.26M 0.32% 107

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtus Investment Advisers's EQR Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Equity Residential (EQR) in Q1 2018, closing a stake of 7,553 shares — an estimated $482K sold.

Virtus Investment Advisers first reported a position in EQR in Q3 2016 and held it in 4 quarters. The position peaked at $5.08M in Q3 2016. 509 funds tracked by Wall St. Rank hold EQR as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Equity Residential position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 7,553 Equity Residential shares in Q1 2018, an estimated $482K.
  • Virtus Investment Advisers first reported a position in Equity Residential in Q3 2016 and held it in 4 quarters.
  • Virtus Investment Advisers's Equity Residential position peaked at $5.08M in Q3 2016.
  • 509 funds tracked by Wall St. Rank held Equity Residential as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.