A detailed history of Jamison Private Wealth Management, Inc. transactions in Equity Residential stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 15,527 shares of EQR stock, worth $1.14 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,527
Previous 15,093 2.88%
Holding current value
$1.14 Million
Previous $953 Million 13.03%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Jul 11, 2024

BUY
$59.68 - $69.34 $25,901 - $30,093
434 Added 2.88%
15,527 $1.08 Billion
Q1 2024

Apr 26, 2024

SELL
$58.13 - $63.45 $14,183 - $15,481
-244 Reduced 1.59%
15,093 $953 Million
Q4 2023

Jan 17, 2024

SELL
$53.19 - $62.5 $61,487 - $72,250
-1,156 Reduced 7.01%
15,337 $938 Million
Q3 2023

Jan 05, 2024

BUY
$58.44 - $69.06 $963,850 - $1.14 Million
16,493 New
16,493 $968 Million

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $27.7B
  • 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
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.