A detailed history of Geo Wealth Management, LLC transactions in Equity Residential stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,718 shares of EQR stock, worth $660,737. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,718
Previous 8,755 0.42%
Holding current value
$660,737
Previous $607,000 6.92%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$67.19 - $78.09 $2,486 - $2,889
-37 Reduced 0.42%
8,718 $649,000
Q2 2024

Aug 12, 2024

BUY
$59.68 - $69.34 $287,776 - $334,357
4,822 Added 122.6%
8,755 $607,000
Q1 2024

May 15, 2024

SELL
$58.13 - $63.45 $228,625 - $249,548
-3,933 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$58.13 - $63.45 $450,740 - $491,991
-7,754 Reduced 66.35%
3,933 $248,000
Q4 2023

Feb 13, 2024

BUY
$53.19 - $62.5 $621,631 - $730,437
11,687 New
11,687 $714,000

Others Institutions Holding EQR

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...
More about EQR
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