Arkadios Wealth Advisors Equity Residential Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Equity Residential stock. As of the latest transaction made, Arkadios Wealth Advisors holds 8,003 shares of EQR stock, worth $565,251. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,003

Previous 8,343 4.08%

Holding current value

$565,251

Previous $621,000 7.57%

% of portfolio

0.03%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$69.12 - $77.48 $23,500 - $26,343	-340 Reduced 4.08%	8,003 $574,000
Q3 2024 Oct 24, 2024	SELL	$67.19 - $78.09 $54,423 - $63,252	-810 Reduced 8.85%	8,343 $621,000
Q2 2024 Jul 29, 2024	SELL	$59.68 - $69.34 $596 - $693	-10 Reduced 0.11%	9,153 $634,000
Q1 2024 Apr 30, 2024	SELL	$58.13 - $63.45 $15,288 - $16,687	-263 Reduced 2.79%	9,163 $578,000
Q4 2023 Jan 24, 2024	BUY	$53.19 - $62.5 $261,109 - $306,812	4,909 Added 108.68%	9,426 $576,000
Q3 2023 Oct 13, 2023	BUY	$58.44 - $69.06 $42,018 - $49,654	719 Added 18.93%	4,517 $265,000
Q2 2023 Jul 26, 2023	SELL	$59.39 - $66.72 $80,473 - $90,405	-1,355 Reduced 26.3%	3,798 $250,000
Q1 2023 May 02, 2023	BUY	$55.46 - $66.59 $1,774 - $2,130	32 Added 0.62%	5,153 $309,000
Q4 2022 Jan 11, 2023	SELL	$58.77 - $68.48 $28,914 - $33,692	-492 Reduced 8.77%	5,121 $0
Q3 2022 Oct 21, 2022	SELL	$65.66 - $80.57 $50,952 - $62,522	-776 Reduced 12.15%	5,613 $377,000
Q2 2022 Jul 14, 2022	SELL	$68.74 - $93.24 $21,859 - $29,650	-318 Reduced 4.74%	6,389 $461,000
Q1 2022 May 02, 2022	SELL	$83.63 - $92.88 $150,199 - $166,812	-1,796 Reduced 21.12%	6,707 $603,000
Q4 2021 Feb 03, 2022	SELL	$81.55 - $90.55 $121,183 - $134,557	-1,486 Reduced 14.88%	8,503 $769,000
Q3 2021 Oct 19, 2021	BUY	$78.02 - $85.98 $4,369 - $4,814	56 Added 0.56%	9,989 $808,000
Q2 2021 Jul 28, 2021	BUY	$71.39 - $80.91 $567,050 - $642,668	7,943 Added 399.15%	9,933 $764,000
Q1 2021 Apr 26, 2021	BUY	$57.05 - $75.06 $19,339 - $25,445	339 Added 20.53%	1,990 $142,000
Q4 2020 Feb 09, 2021	SELL	$46.24 - $63.37 $352,163 - $482,625	-7,616 Reduced 82.18%	1,651 $97,000
Q3 2020 Nov 10, 2020	BUY	$50.51 - $60.83 $84,351 - $101,586	1,670 Added 21.98%	9,267 $481 Million
Q2 2020 Aug 10, 2020	BUY	$54.26 - $69.79 $407,980 - $524,751	7,519 Added 9639.74%	7,597 $433 Million
Q1 2020 May 14, 2020	BUY	$51.39 - $87.01 $4,008 - $6,786	78 New	78 $4.81 Million

Others Institutions Holding EQR

# of Institutions

732

Shares Held

306M

Call Options Held

415K

Put Options Held

237K

View Full List

About EQUITY RESIDENTIAL

Ticker EQR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 377,919,008
Market Cap $26.7B
Description
Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties c...

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Arkadios Wealth Advisors Equity Residential Transaction History