Steward Partners Investment Advisory, LLC Equity Residential Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Equity Residential stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 551 shares of EQR stock, worth $39,247. This represents 0.0% of its overall portfolio holdings.

Number of Shares

551

Previous 263 109.51%

Holding current value

$39,247

Previous $19,000 105.26%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$69.12 - $77.48 $19,906 - $22,314	288 Added 109.51%	551 $39,000
Q3 2024 Nov 14, 2024	SELL	$67.19 - $78.09 $6,315 - $7,340	-94 Reduced 26.33%	263 $19,000
Q2 2024 Aug 08, 2024	BUY	$59.68 - $69.34 $4,774 - $5,547	80 Added 28.88%	357 $24,000
Q1 2024 May 15, 2024	BUY	$58.13 - $63.45 $2,208 - $2,411	38 Added 15.9%	277 $17,000
Q4 2023 Feb 12, 2024	SELL	$53.19 - $62.5 $5,904 - $6,937	-111 Reduced 31.71%	239 $14,000
Q2 2023 Aug 14, 2023	SELL	$59.39 - $66.72 $6,295 - $7,072	-106 Reduced 23.25%	350 $23,000
Q1 2023 May 15, 2023	SELL	$55.46 - $66.59 $1,608 - $1,931	-29 Reduced 5.98%	456 $27,000
Q4 2022 Feb 15, 2023	SELL	$58.77 - $68.48 $1,763 - $2,054	-30 Reduced 5.83%	485 $28,000
Q3 2022 Nov 10, 2022	SELL	$65.66 - $80.57 $14,510 - $17,805	-221 Reduced 30.03%	515 $35,000
Q2 2022 Aug 04, 2022	SELL	$68.74 - $93.24 $22,546 - $30,582	-328 Reduced 30.83%	736 $53,000
Q1 2022 May 02, 2022	SELL	$83.63 - $92.88 $21,994 - $24,427	-263 Reduced 19.82%	1,064 $96,000
Q4 2021 Feb 08, 2022	BUY	$81.55 - $90.55 $42,161 - $46,814	517 Added 63.83%	1,327 $120,000
Q3 2021 Nov 12, 2021	BUY	$78.02 - $85.98 $54,848 - $60,443	703 Added 657.01%	810 $66,000
Q2 2021 Aug 13, 2021	SELL	$71.39 - $80.91 $67,891 - $76,945	-951 Reduced 89.89%	107 $8,000
Q1 2021 May 14, 2021	BUY	$57.05 - $75.06 $48,948 - $64,401	858 Added 429.0%	1,058 $75,000
Q4 2020 Feb 11, 2021	SELL	$46.24 - $63.37 $28,946 - $39,669	-626 Reduced 75.79%	200 $12,000
Q3 2020 Oct 30, 2020	SELL	$50.51 - $60.83 $11,364 - $13,686	-225 Reduced 21.41%	826 $42,000
Q2 2020 Aug 06, 2020	BUY	$54.26 - $69.79 $11,177 - $14,376	206 Added 24.38%	1,051 $62,000
Q1 2020 Apr 29, 2020	BUY	$51.39 - $87.01 $51 - $87	1 Added 0.12%	845 $52,000
Q2 2019 Jul 25, 2019	BUY	$74.17 - $78.83 $62,599 - $66,532	844 New	844 $64,000
Q4 2018 Jan 15, 2019	SELL	$62.67 - $72.65 $3,133 - $3,632	-50 Closed	0 $0
Q2 2018 Jul 20, 2018	SELL	$59.63 - $64.61 $1,967 - $2,132	-33 Reduced 39.76%	50 $3,000
Q1 2018 Apr 20, 2018	BUY	$55.26 - $63.84 $4,586 - $5,298	83 New	83 $5,000

Others Institutions Holding EQR

# of Institutions

746

Shares Held

345M

Call Options Held

724K

Put Options Held

229K

View Full List

About EQUITY RESIDENTIAL

Ticker EQR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 377,919,008
Market Cap $26.9B
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...

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Steward Partners Investment Advisory, LLC Equity Residential Transaction History