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Equity Residential shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors investment in Equity Residential

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Equity Residential by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $201k 3.4k 58.71
2023-06-30 $241k 3.6k 67.51

More positions owned by FSM Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding Equity Residential

Vanguard Group
Norges Bank Investment Management
T. Rowe Price Associates
APG Asset Management US
First Eagle Investment Management
Jpmorgan Chase & Co
Legal & General Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Robeco Investment Management
Bank of New York Mellon
Millennium Management
Hsbc Holdings
Goldman Sachs Group

View all funds holding Equity Residential