WA
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WFG Advisors’s Equity Residential EQR Stock Holding History

WFG 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
2017
Q2 		$33K Buy
502
+202
+67% +$13.2K 0.01% 814
2017
Q1 		$19K Buy
+300
New +$18.8K 0.01% 892
2014
Q3 		– Sell
-197
Closed -$12K – 2111
2014
Q2 		$12K Buy
+197
New +$12K ﹤0.01% 1422
2014
Q1 		– Sell
-202
Closed -$10K – 2047
2013
Q4 		$10K Hold
202
– – ﹤0.01% 1568
2013
Q3 		$11K Hold
202
– – ﹤0.01% 1481
2013
Q2 		$12K Buy
+202
New +$11.6K ﹤0.01% 1393

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return