WWP
EQR icon

WR Wealth Planners’s Equity Residential EQR Stock Holding History

WR Wealth Planners’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
Q4 		$3.3K Hold
46
– – ﹤0.01% 767
2024
Q3 		$3.42K Buy
46
+15
+48% +$1.08K ﹤0.01% 806
2024
Q2 		$2.15K Buy
31
+29
+1,450% +$1.89K ﹤0.01% 872
2024
Q1 		$126 Buy
+2
New +$122 ﹤0.01% 1141

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

WR Wealth Planners's EQR Position: Q4 2024 in Review

WR Wealth Planners held its Equity Residential (EQR) position steady in Q4 2024 at 46 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

WR Wealth Planners first reported a position in EQR in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.42K in Q3 2024. 684 funds tracked by Wall St. Rank hold EQR as of Q4 2024.

  • WR Wealth Planners held 46 shares of Equity Residential worth $3.3K as of Q4 2024.
  • WR Wealth Planners left its Equity Residential share count unchanged in Q4 2024.
  • Equity Residential made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #767 holding.
  • WR Wealth Planners first reported a position in Equity Residential in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Equity Residential position peaked at $3.42K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Equity Residential as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.