Number of Shares
759,702.00
Current Holdings Value*
$54.38 Mil
% of Portfolio
2.89%
Total Estimate Gain
$1.94 Mil
% of Total Estimate Gain
1.44%

Baron Real Estate Fund's Equity Residential Holding Summary

As of 2025-03-31, BARON SELECT FUNDS held 759,702.00 shares of Equity Residential(EQR), totaling $54.38 Mil. This investment constitutes 2.89% of their stock portfolio, and BARON SELECT FUNDS now holds 0.2% of the outstanding Equity Residential(EQR) stock.

The initial trade took place in 2020Q4. And since then Baron Real Estate Fund has made 7 purchases of EQR, at an average price of $68.54, for a total of 1.96 Mil shares. In addition, there have been 5 sales at an average price of $71.02 for 1.20 Mil shares. Based on historical transaction data and EQR's current price of $67.17, Baron Real Estate Fund's estimated gain on his EQR holdings is $1.94 Mil, reflecting a 1.44% gain to date.

Baron Real Estate Fund EQR ($67.17) Holding Chart

Baron Real Estate Fund EQR ($67.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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