Acorn Wealth Advisors »

Equity Residential shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Equity Residential (EQR) shares owned by Acorn Wealth Advisors from 13F filings

Historical chart of Acorn Wealth Advisors investment in Equity Residential

Tip: Access up to 7 years of quarterly data

All positions including Equity Residential held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Equity Residential by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 3.2k 63.11
2018-03-31 $1.0k 18 55.56
2017-12-31 $1.0k 18 55.56

More positions owned by Acorn Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Health Car Etf (VHT)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Acorn Wealth Advisors

Top funds holding Equity Residential

Vanguard Group
BlackRock
T. Rowe Price Associates
APG Asset Management US
Jpmorgan Chase & Co
First Eagle Investment Management
Geode Capital Management
Legal & General Group
Dimensional Fund Advisors
Centersquare Investment Management
FMR
Northern Trust
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Morgan Stanley

View all funds holding Equity Residential