Ellevest, Inc. Equity Residential Transaction History

Ellevest, Inc.

$1.8 Billion
Q3 2024

A detailed history of Ellevest, Inc. transactions in Equity Residential stock. As of the latest transaction made, Ellevest, Inc. holds 3,298 shares of EQR stock, worth $249,955. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,298

Previous 3,783 12.82%

Holding current value

$249,955

Previous $262,000 6.49%

% of portfolio

0.01%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$67.19 - $78.09 $32,587 - $37,873	-485 Reduced 12.82%	3,298 $245,000
Q2 2024 Aug 14, 2024	BUY	$59.68 - $69.34 $225,769 - $262,313	3,783 New	3,783 $262,000
Q4 2023 Feb 06, 2024	SELL	$53.19 - $62.5 $88,880 - $104,437	-1,671 Reduced 29.18%	4,056 $248,000
Q3 2023 Nov 09, 2023	SELL	$58.44 - $69.06 $48,446 - $57,250	-829 Reduced 12.64%	5,727 $336,000
Q2 2023 Aug 09, 2023	BUY	$59.39 - $66.72 $98,765 - $110,955	1,663 Added 33.99%	6,556 $432,000
Q1 2023 May 04, 2023	BUY	$55.46 - $66.59 $52,187 - $62,661	941 Added 23.81%	4,893 $293,000
Q4 2022 Feb 03, 2023	SELL	$58.77 - $68.48 $75,460 - $87,928	-1,284 Reduced 24.52%	3,952 $233,000
Q3 2022 Nov 02, 2022	SELL	$65.66 - $80.57 $13,657 - $16,758	-208 Reduced 3.82%	5,236 $352,000
Q2 2022 Jul 18, 2022	SELL	$68.74 - $93.24 $20,622 - $27,972	-300 Reduced 5.22%	5,444 $393,000
Q1 2022 Apr 19, 2022	BUY	$83.63 - $92.88 $60,380 - $67,059	722 Added 14.38%	5,744 $517,000
Q4 2021 Jan 24, 2022	BUY	$81.55 - $90.55 $56,106 - $62,298	688 Added 15.87%	5,022 $454,000
Q3 2021 Oct 19, 2021	BUY	$78.02 - $85.98 $11,468 - $12,639	147 Added 3.51%	4,334 $351,000
Q2 2021 Jul 13, 2021	BUY	$71.39 - $80.91 $45,118 - $51,135	632 Added 17.78%	4,187 $322,000
Q1 2021 May 03, 2021	BUY	$57.05 - $75.06 $48,435 - $63,725	849 Added 31.37%	3,555 $255,000
Q4 2020 Feb 04, 2021	BUY	$46.24 - $63.37 $62,516 - $85,676	1,352 Added 99.85%	2,706 $160,000
Q3 2020 Oct 26, 2020	BUY	$50.51 - $60.83 $5,657 - $6,812	112 Added 9.02%	1,354 $70,000
Q2 2020 Jul 06, 2020	BUY	$54.26 - $69.79 $25,882 - $33,289	477 Added 62.35%	1,242 $73,000
Q1 2020 Apr 13, 2020	BUY	$51.39 - $87.01 $15,930 - $26,973	310 Added 68.13%	765 $47,000
Q4 2019 Feb 05, 2020	BUY	$79.71 - $88.85 $35,710 - $39,804	448 Added 6400.0%	455 $37,000
Q3 2019 Oct 08, 2019	BUY	$76.14 - $86.85 $532 - $607	7 New	7 $1,000

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 $28.6B
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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