A detailed history of Naviter Wealth, LLC transactions in Equity Residential stock. As of the latest transaction made, Naviter Wealth, LLC holds 22,211 shares of EQR stock, worth $1.63 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
22,211
Previous 23,521 5.57%
Holding current value
$1.63 Million
Previous $1.63 Million 1.41%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Oct 16, 2024

SELL
$67.19 - $78.09 $88,018 - $102,297
-1,310 Reduced 5.57%
22,211 $1.65 Million
Q2 2024

Aug 01, 2024

BUY
$59.68 - $69.34 $62,544 - $72,668
1,048 Added 4.66%
23,521 $1.63 Million
Q1 2024

Apr 18, 2024

BUY
$58.13 - $63.45 $267,456 - $291,933
4,601 Added 25.74%
22,473 $1.42 Million
Q4 2023

Feb 05, 2024

SELL
$53.19 - $62.5 $63,987 - $75,187
-1,203 Reduced 6.31%
17,872 $1.09 Million
Q3 2023

Nov 14, 2023

BUY
$58.44 - $69.06 $120,912 - $142,885
2,069 Added 12.17%
19,075 $1.12 Million
Q2 2023

Jul 20, 2023

BUY
$59.39 - $66.72 $130,064 - $146,116
2,190 Added 14.78%
17,006 $1.12 Million
Q1 2023

Apr 12, 2023

BUY
$55.46 - $66.59 $174,809 - $209,891
3,152 Added 27.02%
14,816 $888,000
Q4 2022

Jan 31, 2023

BUY
$58.77 - $68.48 $176,486 - $205,645
3,003 Added 34.67%
11,664 $688,000
Q3 2022

Oct 27, 2022

BUY
$65.66 - $80.57 $568,681 - $697,816
8,661 New
8,661 $588,000

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $27.8B
  • 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
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