A detailed history of Kingswood Wealth Advisors, LLC transactions in Equity Residential stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,467 shares of EQR stock, worth $645,649. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,467
Previous 15,721 39.78%
Holding current value
$645,649
Previous $961 Million 37.86%
% of portfolio
0.07%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$58.13 - $63.45 $363,545 - $396,816
-6,254 Reduced 39.78%
9,467 $597 Million
Q4 2023

Jan 16, 2024

BUY
$53.19 - $62.5 $836,199 - $982,562
15,721 New
15,721 $961 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 $25.8B
  • 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 Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.