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Equity Residential shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Equity Residential

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Equity Residential by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 266 63.91

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Equity Residential

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
APG Asset Management US
Jpmorgan Chase & Co
First Eagle Investment Management
Geode Capital Management
Resolution Capital
D1 Capital Partners
Legal & General Group
Macquarie Group
Invesco
Dimensional Fund Advisors
Canada Pension Plan Investment Board

View all funds holding Equity Residential