Latest Institutional Transactions on Equity Residential (EQR)
This table provides information on the latest institutional transactions involving Equity Residential (EQR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$207 - $232
|
3
$200
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
81New |
$5.6K - $6.28K
|
81
$5.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.13K+ 20.73% |
$78.1K - $87.6K
|
6.58K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-44.6K- 82.41% |
$3.09M - $3.46M
|
9.53K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-118- 5.88% |
$8.16K - $9.14K
|
1.89K
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-29.9K- 40.67% |
$2.07M - $2.32M
|
43.7K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.85KNew |
$197K - $221K
|
2.85K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48KNew |
$309K - $347K
|
4.48K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
80.5KNew |
$5.57M - $6.24M
|
80.5K
$5.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.51KNew |
$104K - $117K
|
1.51K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 2.7% |
$69.1 - $77.5
|
38
$2.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
16New |
$1.11K - $1.24K
|
16
$1.06K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-35- 55.56% |
$2.42K - $2.71K
|
28
$1.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
10.2KNew |
$707K - $792K
|
10.2K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$3.46K - $3.87K
|
50
$3.33K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
30.9KNew |
$2.14M - $2.4M
|
30.9K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.37K+ 35.51% |
$509K - $571K
|
28.1K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 2.88% |
$415 - $465
|
214
$14.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.45K+ 15.61% |
$100K - $112K
|
10.7K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 2.42% |
$899 - $1.01K
|
551
$36.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-156- 47.27% |
$10.8K - $12.1K
|
174
$11.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
634+ 33.26% |
$43.8K - $49.1K
|
2.54K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
47New |
$3.25K - $3.64K
|
47
$3.13K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
83+ 5.29% |
$5.74K - $6.43K
|
1.65K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
7.93K+ 32.42% |
$548K - $614K
|
32.4K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 4.17% |
$55.3K - $62K
|
18.4K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 3.08% |
$968 - $1.08K
|
469
$31.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.6% |
$1.18K - $1.32K
|
2.8K
$186K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-32.9K- 23.13% |
$2.27M - $2.55M
|
109K
$7.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-257- 98.09% |
$17.8K - $19.9K
|
5
$333
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-650- 50.0% |
$44.9K - $50.4K
|
650
$43.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- 0.25% |
$69.1 - $77.5
|
400
$26.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.38K - $1.55K
|
20
$1.33K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
100New |
$6.91K - $7.75K
|
100
$6.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
20New |
$1.38K - $1.55K
|
20
$1.33K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 16.67% |
$691 - $775
|
50
$3.33K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
125+ 3.91% |
$8.64K - $9.69K
|
3.33K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$346 - $387
|
5
$333
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
27.8KNew |
$1.92M - $2.16M
|
27.8K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
10New |
$691 - $775
|
10
$665
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
100+ 62.5% |
$6.91K - $7.75K
|
260
$17.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-710- 9.47% |
$49.1K - $55K
|
6.79K
$452K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
4.7K+ 32.12% |
$316K - $367K
|
19.3K
$1.29M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
6.49KNew |
$436K - $507K
|
6.49K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
6.1K+ 103.58% |
$410K - $477K
|
12K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
132KNew |
$8.89M - $10.3M
|
132K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.48% |
$20.2K - $23.4K
|
62.5K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
142New |
$9.54K - $11.1K
|
142
$9.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.93KNew |
$197K - $229K
|
2.93K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.08K- 16.77% |
$72.2K - $83.9K
|
5.33K
$355K
|
|