Geneos Wealth Management Inc. Equity Commonwealth Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$18.45 - $19.6 $5,073 - $5,390	275 New	275 $5,000
Q4 2020 May 19, 2021	BUY	$26.08 - $27.54 $9,128 - $9,639	350 Added 63.64%	900 $25,000
Q4 2018 Sep 07, 2021	SELL	$28.68 - $32.38 $573 - $647	-20 Reduced 3.51%	550 $16,000
Q4 2017 Sep 07, 2021	SELL	$29.8 - $30.82 $16,270 - $16,827	-546 Reduced 48.92%	570 $17,000
Q3 2017 Sep 07, 2021	BUY	$30.06 - $31.82 $5,440 - $5,759	181 Added 19.36%	1,116 $33,000
Q2 2017 Sep 07, 2021	SELL	N/A	-50 Reduced 5.08%	935 $29,000
Q3 2016 Sep 07, 2021	BUY	N/A	50 Added 5.35%	985 $29,000
Q2 2016 Sep 07, 2021	BUY	N/A	350 Added 59.83%	935 $27,000
Q1 2016 Sep 07, 2021	BUY	N/A	585	585 $16,000

Others Institutions Holding EQC

# of Institutions

187

Shares Held

103M

Call Options Held

157K

Put Options Held

300

Black Rock Inc. New York, NY

11.1M
Shares

$17.9 Million
0.0% of portfolio
Indaba Capital Management, L.P. San Francisco, CA

9.55M
Shares

$15.4 Million
33.21% of portfolio
Weiss Asset Management LP Boston, MA

9.48M
Shares

$15.3 Million
0.48% of portfolio
Alberta Investment Management Corp Edmonton, A0

8.67M
Shares

$14 Million
0.12% of portfolio
Vanguard Group Inc Valley Forge, PA

7.06M
Shares

$11.4 Million
0.0% of portfolio

About Equity Commonwealth

Ticker EQC
Exchange NYSE
Sector Real Estate
Industry REIT—Office
Shares Outstandng 109,428,000
Market Cap $176M
Description
Equity Commonwealth (NYSE: EQC) is a Chicago based, internally managed and self-advised real estate investment trust (REIT) with commercial office properties in the United States. EQC's same property portfolio is comprised of 4 properties and 1.5 million square feet.

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