EQR position history
The shares of Equity Residential (EQR) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 367,484 shares, $30M, 0.07% of portfolio
- 2021 Q4: 673,317 shares, $61M, 0.13% of portfolio, Add +83.2%
- 2022 Q1: 767,793 shares, $69M, 0.17% of portfolio, Add +14.0%
- 2022 Q2: 626,595 shares, $45M, 0.15% of portfolio, Reduce −18.4%
- 2022 Q3: 377,403 shares, $25M, 0.08% of portfolio, Reduce −39.8%
- 2022 Q4: 28,971 shares, $1.7M, <0.01% of portfolio, Reduce −92.3%
- 2023 Q1: 123,875 shares, $7.4M, 0.02% of portfolio, Add +327.6%
- 2023 Q2: 106,375 shares, $7M, 0.02% of portfolio, Reduce −14.1%
- 2023 Q3: 114,775 shares, $6.7M, 0.02% of portfolio, Add +7.9%
- 2023 Q4: 564,429 shares, $35M, 0.09% of portfolio, Add +391.8%
- 2024 Q1: 582,918 shares, $37M, 0.10% of portfolio, Add +3.3%
- 2024 Q2: 1,416,757 shares, $98M, 0.28% of portfolio, Add +143.0%
- 2024 Q3: 688,198 shares, $51M, 0.14% of portfolio, Reduce −51.4%
- 2024 Q4: 1,067,763 shares, $77M, 0.20% of portfolio, Add +55.2%
- 2025 Q1: 959,081 shares, $69M, 0.20% of portfolio, Reduce −10.2%
- 2025 Q2: 578,128 shares, $39M, 0.11% of portfolio, Reduce −39.7%
- 2025 Q3: 551,275 shares, $36M, 0.09% of portfolio, Reduce −4.6%
- 2025 Q4: 675,281 shares, $43M, 0.12% of portfolio, Add +22.5%
- 2026 Q1: 473,496 shares, $28M, 0.08% of portfolio, Reduce −29.9%
- 2026 Q2: 288,564 shares, $20M, 0.03% of portfolio, Reduce −39.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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