A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Equity Residential stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 8,945 shares of EQR stock, worth $685,008. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,945
Previous 8,631 3.64%
Holding current value
$685,008
Previous $544,000 13.97%
% of portfolio
0.14%
Previous 0.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$59.68 - $69.34 $18,739 - $21,772
314 Added 3.64%
8,945 $620,000
Q1 2024

May 10, 2024

BUY
$58.13 - $63.45 $2,615 - $2,855
45 Added 0.52%
8,631 $544,000
Q4 2023

Feb 05, 2024

SELL
$53.19 - $62.5 $22,127 - $26,000
-416 Reduced 4.62%
8,586 $525,000
Q3 2023

Nov 06, 2023

BUY
$58.44 - $69.06 $18,116 - $21,408
310 Added 3.57%
9,002 $528,000
Q2 2023

Aug 10, 2023

BUY
$59.39 - $66.72 $31,536 - $35,428
531 Added 6.51%
8,692 $573,000
Q1 2023

May 08, 2023

BUY
$55.46 - $66.59 $30,669 - $36,824
553 Added 7.27%
8,161 $489,000
Q4 2022

Feb 07, 2023

BUY
$58.77 - $68.48 $78,399 - $91,352
1,334 Added 21.26%
7,608 $448,000
Q3 2022

Nov 09, 2022

BUY
$65.66 - $80.57 $2,429 - $2,981
37 Added 0.59%
6,274 $422,000
Q3 2022

Oct 19, 2022

BUY
$65.66 - $80.57 $40,249 - $49,389
613 Added 10.9%
6,237 $419,000
Q2 2022

Aug 15, 2022

BUY
$68.74 - $93.24 $49,011 - $66,480
713 Added 14.52%
5,624 $406,000
Q1 2022

May 17, 2022

BUY
$83.63 - $92.88 $46,749 - $51,919
559 Added 12.84%
4,911 $442,000
Q4 2021

Feb 15, 2022

SELL
$81.55 - $90.55 $8,807 - $9,779
-108 Reduced 2.42%
4,352 $394,000
Q3 2021

Nov 16, 2021

BUY
$78.02 - $85.98 $53,599 - $59,068
687 Added 18.21%
4,460 $361,000
Q2 2021

Aug 11, 2021

BUY
$71.39 - $80.91 $78,172 - $88,596
1,095 Added 40.89%
3,773 $291,000
Q1 2021

May 17, 2021

BUY
$57.05 - $75.06 $9,470 - $12,459
166 Added 6.61%
2,678 $192,000
Q4 2020

Feb 16, 2021

BUY
$46.24 - $63.37 $4,207 - $5,766
91 Added 3.76%
2,512 $149,000
Q3 2020

Nov 16, 2020

BUY
$50.51 - $60.83 $12,728 - $15,329
252 Added 11.62%
2,421 $124,000
Q2 2020

Aug 12, 2020

BUY
$54.26 - $69.79 $15,247 - $19,610
281 Added 14.88%
2,169 $128,000
Q1 2020

May 14, 2020

BUY
$51.39 - $87.01 $15,571 - $26,364
303 Added 19.12%
1,888 $117,000
Q4 2019

Feb 14, 2020

BUY
$79.71 - $88.85 $21,999 - $24,522
276 Added 21.08%
1,585 $128,000
Q4 2018

Feb 14, 2019

BUY
$62.67 - $72.65 $82,035 - $95,098
1,309 New
1,309 $86,000

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $28.9B
  • 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...
More about EQR
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