United Capital Financial Advisers, LLC Equity Residential Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Equity Residential stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 10,195 shares of EQR stock, worth $697,134. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,195

Previous 10,351 1.51%

Holding current value

$697,134

Previous $717,000 5.86%

% of portfolio

0.0%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$67.19 - $78.09 $10,481 - $12,182	-156 Reduced 1.51%	10,195 $759,000
Q2 2024 Aug 14, 2024	BUY	$59.68 - $69.34 $19,157 - $22,258	321 Added 3.2%	10,351 $717,000
Q1 2024 May 15, 2024	SELL	$58.13 - $63.45 $18,543 - $20,240	-319 Reduced 3.08%	10,030 $632,000
Q4 2023 Feb 14, 2024	SELL	$53.19 - $62.5 $231,057 - $271,500	-4,344 Reduced 29.57%	10,349 $632,000
Q3 2023 Nov 14, 2023	SELL	$58.44 - $69.06 $174,677 - $206,420	-2,989 Reduced 16.9%	14,693 $862,000
Q2 2023 Aug 14, 2023	BUY	$59.39 - $66.72 $18,886 - $21,216	318 Added 1.83%	17,682 $1.17 Million
Q1 2023 Aug 14, 2023	SELL	$55.46 - $66.59 $17,636 - $21,175	-318 Reduced 1.8%	17,364 $1.04 Million
Q1 2023 May 15, 2023	SELL	$55.46 - $66.59 $68,437 - $82,172	-1,234 Reduced 6.64%	17,364 $1.04 Million
Q4 2022 Feb 14, 2023	SELL	$58.77 - $68.48 $239,252 - $278,782	-4,071 Reduced 17.96%	18,598 $1.1 Million
Q3 2022 Nov 14, 2022	SELL	$65.66 - $80.57 $40,512 - $49,711	-617 Reduced 2.65%	22,669 $1.52 Million
Q2 2022 Aug 11, 2022	BUY	$68.74 - $93.24 $37,532 - $50,909	546 Added 2.4%	23,286 $1.68 Million
Q1 2022 May 16, 2022	BUY	$83.63 - $92.88 $17,729 - $19,690	212 Added 0.94%	22,740 $2.05 Million
Q4 2021 Feb 14, 2022	BUY	$81.55 - $90.55 $158,288 - $175,757	1,941 Added 9.43%	22,528 $2.04 Million
Q3 2021 Nov 15, 2021	BUY	$78.02 - $85.98 $24,966 - $27,513	320 Added 1.58%	20,587 $1.67 Million
Q2 2021 Aug 13, 2021	BUY	$71.39 - $80.91 $117,793 - $133,501	1,650 Added 8.86%	20,267 $1.56 Million
Q1 2021 May 14, 2021	BUY	$57.05 - $75.06 $14,947 - $19,665	262 Added 1.43%	18,617 $1.33 Million
Q4 2020 Feb 17, 2021	SELL	$46.24 - $63.37 $601,859 - $824,823	-13,016 Reduced 41.49%	18,355 $1.09 Million
Q3 2020 Nov 13, 2020	SELL	$50.51 - $60.83 $95,564 - $115,090	-1,892 Reduced 5.69%	31,371 $1.61 Million
Q2 2020 Aug 13, 2020	SELL	$54.26 - $69.79 $867,725 - $1.12 Million	-15,992 Reduced 32.47%	33,263 $1.96 Million
Q1 2020 May 15, 2020	SELL	$51.39 - $87.01 $9,096 - $15,400	-177 Reduced 0.36%	49,255 $3.04 Million
Q4 2019 Feb 14, 2020	BUY	$79.71 - $88.85 $280,419 - $312,574	3,518 Added 7.66%	49,432 $4 Million
Q3 2019 Nov 14, 2019	BUY	$76.14 - $86.85 $1.2 Million - $1.36 Million	15,707 Added 52.0%	45,914 $3.96 Million
Q2 2019 Aug 13, 2019	BUY	$74.17 - $78.83 $516,742 - $549,208	6,967 Added 29.98%	30,207 $2.29 Million
Q1 2019 May 14, 2019	BUY	$63.76 - $75.63 $227,495 - $269,847	3,568 Added 18.14%	23,240 $1.75 Million
Q4 2018 Feb 14, 2019	BUY	$62.67 - $72.65 $148,653 - $172,325	2,372 Added 13.71%	19,672 $1.3 Million
Q3 2018 Nov 14, 2018	BUY	$63.22 - $68.4 $44,064 - $47,674	697 Added 4.2%	17,300 $1.15 Million
Q2 2018 Aug 14, 2018	SELL	$59.63 - $64.61 $449,013 - $486,513	-7,530 Reduced 31.2%	16,603 $1.06 Million
Q1 2018 May 15, 2018	SELL	$55.26 - $63.84 $111,017 - $128,254	-2,009 Reduced 7.68%	24,133 $1.49 Million
Q4 2017 Feb 13, 2018	SELL	$63.39 - $70.37 $8,113 - $9,007	-128 Reduced 0.49%	26,142 $1.67 Million
Q3 2017 Nov 14, 2017	SELL	$65.62 - $68.61 $269,173 - $281,438	-4,102 Reduced 13.51%	26,270 $1.73 Million
Q2 2017 Aug 14, 2017	BUY	N/A	30,372	30,372 $2 Million

Others Institutions Holding EQR

# of Institutions

730

Shares Held

298M

Call Options Held

415K

Put Options Held

237K

View Full List

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...

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United Capital Financial Advisers, LLC Equity Residential Transaction History