A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Equity Residential stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 4,363 shares of EQR stock, worth $327,443. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,363
Previous 4,320 1.0%
Holding current value
$327,443
Previous $299,000 8.36%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Nov 08, 2024

BUY
$67.19 - $78.09 $2,889 - $3,357
43 Added 1.0%
4,363 $324,000
Q2 2024

Jul 25, 2024

BUY
$59.68 - $69.34 $2,804 - $3,258
47 Added 1.1%
4,320 $299,000
Q1 2024

May 02, 2024

BUY
$58.13 - $63.45 $2,732 - $2,982
47 Added 1.11%
4,273 $269,000
Q4 2023

Jan 23, 2024

SELL
$53.19 - $62.5 $91,274 - $107,250
-1,716 Reduced 28.88%
4,226 $258,000
Q3 2023

Nov 14, 2023

SELL
$58.44 - $69.06 $93,620 - $110,634
-1,602 Reduced 21.24%
5,942 $348,000
Q2 2023

Jul 31, 2023

BUY
$59.39 - $66.72 $9,383 - $10,541
158 Added 2.14%
7,544 $497,000
Q1 2023

May 12, 2023

SELL
$55.46 - $66.59 $24,735 - $29,699
-446 Reduced 5.69%
7,386 $443,000
Q4 2022

Feb 10, 2023

BUY
$58.77 - $68.48 $460,286 - $536,335
7,832 New
7,832 $462,000

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $28.4B
  • 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 Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, 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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.