Ownership history in Mariner, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Mariner, LLC reported a position in EQUITY RESIDENTIAL SH BEN INT (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 Mariner, LLC underperformed the S&P 500 by β15.2% annually on this EQR position. Timing score: 33% (7/21 decisions correct). Average cost basis: $56.56. Maximum drawdown during holding period: β32.5%.
β Significantly underperformed the S&P 500 by 15.2% ann.
21 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 21 add/trim decisions correct
Best entry: $47.58 (2020 Q2) Β· Worst: $70.76 (2024 Q3)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 7 trims. Bought during 7 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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