Heitman US Real Estate Securities Fund EQR Holdings History
Heitman US Real Estate Securities Fund's Equity Residential Holding Summary
As of 2024-09-30, Series Portfolios Trust held 689.00 shares of Equity Residential(EQR), totaling $51,300.00. This investment constitutes 3.61% of their stock portfolio, and Series Portfolios Trust now holds 0% of the outstanding Equity Residential(EQR) stock.
The initial trade took place in 2020Q1. And since then Heitman US Real Estate Securities Fund has made 5 purchases of EQR, at an average price of $63.14, for a total of 115,842.00 shares. In addition, there have been 4 sales at an average price of $60.12 for 115,153.00 shares. Based on historical transaction data and EQR's current price of $67.49, Heitman US Real Estate Securities Fund's estimated gain on his EQR holdings is $-344,522.59, reflecting a -4.71% gain to date.
Heitman US Real Estate Securities Fund EQR ($67.49) Holding Chart
Heitman US Real Estate Securities Fund EQR ($67.49) 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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