Glassman Wealth Services Equity Residential Transaction History

Glassman Wealth Services

$593 Million
Q4 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$53.19 - $62.5 $18,403 - $21,625	-346 Reduced 44.25%	436 $26,000
Q3 2023 Nov 13, 2023	BUY	$58.44 - $69.06 $2,571 - $3,038	44 Added 5.96%	782 $45,000
Q2 2023 Aug 08, 2023	BUY	$59.39 - $66.72 $2,613 - $2,935	44 Added 6.34%	738 $48,000
Q1 2023 May 04, 2023	BUY	$55.46 - $66.59 $11,313 - $13,584	204 Added 41.63%	694 $41,000
Q4 2022 Feb 06, 2023	SELL	$58.77 - $68.48 $6,993 - $8,149	-119 Reduced 19.54%	490 $28,000
Q3 2022 Nov 09, 2022	BUY	$65.66 - $80.57 $9,652 - $11,843	147 Added 31.82%	609 $41,000
Q2 2022 Aug 04, 2022	SELL	$68.74 - $93.24 $549 - $745	-8 Reduced 1.7%	462 $33,000
Q1 2022 Aug 23, 2022	BUY	$83.63 - $92.88 $2,676 - $2,972	32 Added 7.31%	470 $42,000
Q1 2022 Apr 14, 2022	BUY	$83.63 - $92.88 $1,003 - $1,114	12 Added 2.82%	438 $39,000
Q4 2021 Feb 14, 2022	BUY	$81.55 - $90.55 $4,240 - $4,708	52 Added 13.9%	426 $39,000
Q3 2021 Nov 10, 2021	BUY	$78.02 - $85.98 $1,716 - $1,891	22 Added 6.25%	374 $30,000
Q2 2021 Aug 04, 2021	BUY	$71.39 - $80.91 $2,141 - $2,427	30 Added 9.32%	352 $27,000
Q1 2021 May 05, 2021	BUY	$57.05 - $75.06 $1,083 - $1,426	19 Added 6.27%	322 $23,000
Q4 2020 Feb 04, 2021	BUY	$46.24 - $63.37 $11,005 - $15,082	238 Added 366.15%	303 $18,000
Q3 2020 Nov 09, 2020	SELL	$50.51 - $60.83 $3,535 - $4,258	-70 Reduced 51.85%	65 $3,000
Q2 2020 Aug 06, 2020	BUY	$54.26 - $69.79 $2,767 - $3,559	51 Added 60.71%	135 $8,000
Q1 2020 May 12, 2020	BUY	$51.39 - $87.01 $2,877 - $4,872	56 Added 200.0%	84 $5,000
Q1 2019 May 10, 2019	BUY	$63.76 - $75.63 $1,785 - $2,117	28 New	28 $2,000
Q1 2018 May 01, 2018	SELL	$55.26 - $63.84 $165 - $191	-3 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	3	3 $0

Others Institutions Holding EQR

# of Institutions

746

Shares Held

345M

Call Options Held

724K

Put Options Held

229K

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About EQUITY RESIDENTIAL

Ticker EQR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 377,919,008
Market Cap $26.9B
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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