Ownership history in FORA Capital, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in EQUITY RESIDENTIAL CMN (EQR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FORA Capital, LLC underperformed the S&P 500 by β23.3% annually on this EQR position. Timing score: 50% (6/12 decisions correct). Average cost basis: $58.88. Maximum drawdown during holding period: β32.5%.
β Significantly underperformed the S&P 500 by 23.3% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $52.10 (2022 Q4) Β· Worst: $77.19 (2022 Q1)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 7 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.17% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size