Wealth Alliance Equity Residential Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Equity Residential stock. As of the latest transaction made, Wealth Alliance holds 7,638 shares of EQR stock, worth $562,080. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,638

Previous 7,660 0.29%

Holding current value

$562,080

Previous $531,000 6.97%

% of portfolio

0.07%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$67.19 - $78.09 $1,478 - $1,717	-22 Reduced 0.29%	7,638 $568,000
Q2 2024 Aug 09, 2024	BUY	$59.68 - $69.34 $71,317 - $82,861	1,195 Added 18.48%	7,660 $531,000
Q1 2024 May 10, 2024	SELL	$58.13 - $63.45 $41,272 - $45,049	-710 Reduced 9.9%	6,465 $408,000
Q4 2023 Jan 30, 2024	BUY	$53.19 - $62.5 $20,371 - $23,937	383 Added 5.64%	7,175 $438,000
Q3 2023 Nov 09, 2023	SELL	$58.44 - $69.06 $60,485 - $71,477	-1,035 Reduced 13.22%	6,792 $398,000
Q2 2023 Aug 02, 2023	BUY	$59.39 - $66.72 $4,157 - $4,670	70 Added 0.9%	7,827 $516,000
Q1 2023 May 10, 2023	BUY	$55.46 - $66.59 $137,318 - $164,876	2,476 Added 46.89%	7,757 $465,000
Q4 2022 Feb 13, 2023	SELL	$58.77 - $68.48 $999 - $1,164	-17 Reduced 0.32%	5,281 $311,000
Q3 2022 Nov 14, 2022	BUY	$65.66 - $80.57 $56,598 - $69,451	862 Added 19.43%	5,298 $356,000
Q2 2022 Aug 15, 2022	SELL	$68.74 - $93.24 $37,600 - $51,002	-547 Reduced 10.98%	4,436 $320,000
Q1 2022 May 10, 2022	SELL	$83.63 - $92.88 $4,934 - $5,479	-59 Reduced 1.17%	4,983 $448,000
Q4 2021 Feb 14, 2022	SELL	$81.55 - $90.55 $36,779 - $40,838	-451 Reduced 8.21%	5,042 $456,000
Q3 2021 Nov 12, 2021	BUY	$78.02 - $85.98 $1,482 - $1,633	19 Added 0.35%	5,493 $444,000
Q2 2021 Aug 16, 2021	SELL	$71.39 - $80.91 $30,340 - $34,386	-425 Reduced 7.2%	5,474 $421,000
Q1 2021 May 18, 2021	SELL	$57.05 - $75.06 $11,980 - $15,762	-210 Reduced 3.44%	5,899 $423,000
Q4 2020 Feb 11, 2021	BUY	$46.24 - $63.37 $55,950 - $76,677	1,210 Added 24.7%	6,109 $362,000
Q3 2020 Nov 13, 2020	BUY	$50.51 - $60.83 $10,859 - $13,078	215 Added 4.59%	4,899 $251,000
Q2 2020 Aug 14, 2020	BUY	$54.26 - $69.79 $62,019 - $79,769	1,143 Added 32.28%	4,684 $275,000
Q1 2020 May 15, 2020	BUY	$51.39 - $87.01 $181,971 - $308,102	3,541 New	3,541 $218,000

Others Institutions Holding EQR

# of Institutions

731

Shares Held

306M

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 $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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