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Wellington Shields & Co’s Equity Residential EQR Stock Holding History

Wellington Shields & Co’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
-2,000
Closed -$144K – 309
2024
Q4 		$144K Hold
2,000
– – 0.04% 228
2024
Q3 		$149K Buy
+2,000
New +$144K 0.05% 235

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 $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

Wellington Shields & Co's EQR Position: Q1 2025 in Review

Wellington Shields & Co sold out of Equity Residential (EQR) in Q1 2025, closing a stake of 2,000 shares — an estimated $144K sold.

Wellington Shields & Co first reported a position in EQR in Q3 2024 and held it in 2 quarters. The position peaked at $149K in Q3 2024. 702 funds tracked by Wall St. Rank hold EQR as of Q1 2025.

  • Wellington Shields & Co reported no remaining Equity Residential position as of Q1 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 2,000 Equity Residential shares in Q1 2025, an estimated $144K.
  • Wellington Shields & Co first reported a position in Equity Residential in Q3 2024 and held it in 2 quarters.
  • Wellington Shields & Co's Equity Residential position peaked at $149K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Equity Residential as of Q1 2025.

Based on Wellington Shields & Co's 13F filing for Q1 2025, filed 8 May 2025.