A detailed history of Napa Wealth Management transactions in Equity Residential stock. As of the latest transaction made, Napa Wealth Management holds 3,995 shares of EQR stock, worth $302,781. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,995
Previous 3,202 24.77%
Holding current value
$302,781
Previous $222 Million 33.98%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Nov 07, 2024

BUY
$67.19 - $78.09 $53,281 - $61,925
793 Added 24.77%
3,995 $297 Million
Q2 2024

Aug 14, 2024

BUY
$59.68 - $69.34 $191,095 - $222,026
3,202 New
3,202 $222 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 $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
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.