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Equity Residential shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Equity Residential

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Equity Residential by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $33k 469 70.36
2024-09-30 $33k 455 72.53
2024-06-30 $999 26 38.46
2024-03-31 $2.0k 18 111.11
2023-12-31 $1.0k 18 55.56
2023-09-30 $1.0k 34 29.41
2023-06-30 $2.0k 34 58.82

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Equity Residential

Vanguard Group
BlackRock
Norges Bank Investment Management
State Street Corporation
T. Rowe Price Associates
APG Asset Management US
Geode Capital Management
First Eagle Investment Management
Principal Financial Group
FMR
Invesco
Northern Trust
Dimensional Fund Advisors
Legal & General Group
Resolution Capital

View all funds holding Equity Residential