ZIM
EQR icon

Zacks Investment Management’s Equity Residential EQR Stock Holding History

Zacks Investment Management’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
2015
Q1 		– Sell
-7,512
Closed -$540K – 648
2014
Q4 		$540K Buy
+7,512
New +$520K 0.02% 389

Other funds holding EQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Zacks Investment Management's EQR Position: Q1 2015 in Review

Zacks Investment Management sold out of Equity Residential (EQR) in Q1 2015, closing a stake of 7,512 shares — an estimated $540K sold.

Zacks Investment Management first reported a position in EQR in Q4 2014 and held it in 1 quarter. The position peaked at $540K in Q4 2014. 501 funds tracked by Wall St. Rank hold EQR as of Q1 2015.

  • Zacks Investment Management reported no remaining Equity Residential position as of Q1 2015 after selling out during the quarter.
  • Zacks Investment Management sold 7,512 Equity Residential shares in Q1 2015, an estimated $540K.
  • Zacks Investment Management first reported a position in Equity Residential in Q4 2014 and held it in 1 quarter.
  • Zacks Investment Management's Equity Residential position peaked at $540K in Q4 2014.
  • 501 funds tracked by Wall St. Rank held Equity Residential as of Q1 2015.

Based on Zacks Investment Management's 13F filing for Q1 2015, filed 12 May 2015.