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Equity Residential Properties
Equity Residential Properties. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 10 Institutional holders with a total value of $14,866,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 117,711 6,826,000 45.92%
2 World Asset Management Inc 52,633 3,053,000 20.54%
3 AMERICAN NATIONAL INSURANCE CO 51,300 2,975,000 20.01%
4 American National Registered Investment Advisor, Inc. 11,400 661,000 4.45%
5 Cetera Advisor Networks LLC 8,182 476,000 3.20%
6 DF DENT & CO INC 6,248 362,000 2.44%
7 Carnegie Investment Counsel 4,500 261,000 1.76%
8 CATAWBA CAPITAL MANAGEMENT /VA 3,909 227,000 1.53%
9 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 385 22,000 0.15%
10 Plante Moran Financial Advisors, LLC 58 3,000 0.02%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.