WIA
EQR icon

Wetzel Investment Advisors’s Equity Residential EQR Stock Holding History

Wetzel Investment Advisors’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
-11
Closed -$694 – 357
2024
Q2 		$694 Buy
+11
New +$716 ﹤0.01% 844

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

Wetzel Investment Advisors's EQR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Equity Residential (EQR) in Q3 2024, closing a stake of 11 shares — an estimated $694 sold.

Wetzel Investment Advisors first reported a position in EQR in Q2 2024 and held it in 1 quarter. The position peaked at $694 in Q2 2024. 677 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Equity Residential position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 11 Equity Residential shares in Q3 2024, an estimated $694.
  • Wetzel Investment Advisors first reported a position in Equity Residential in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Equity Residential position peaked at $694 in Q2 2024.
  • 677 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.