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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.62KNew |
$270K - $319K
|
4.62K
$307K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20New |
$1.17K - $1.38K
|
20
$1.33K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$292 - $345
|
5
$333
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
160+ 1.75% |
$9.35K - $11K
|
9.28K
$617K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$4.27K - $5.04K
|
73
$4.86K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.53K- 22.4% |
$89.4K - $106K
|
5.3K
$353K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
17.2K+ 192.93% |
$1M - $1.19M
|
26.1K
$1.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$584 - $691
|
10
$665
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$58.4 - $69.1
|
1
$66.5
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.1K- 6.88% |
$65.3K - $73.4K
|
14.9K
$991K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.8KClosed |
$759K - $852K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.66K- 59.8% |
$277K - $311K
|
3.13K
$208K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
286New |
$17K - $19.1K
|
286
$19K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25+ 89.29% |
$1.48K - $1.67K
|
53
$3.53K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
46KNew |
$2.73M - $3.07M
|
46K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.46KNew |
$384K - $431K
|
6.46K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Governors Lane LP
New York, NY |
BUY
|
- |
187KNew |
$11.1M - $12.5M
|
187K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.2K+ 30.1% |
$71.5K - $80.3K
|
5.2K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.5KNew |
$626K - $703K
|
10.5K
$701K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
3.21KNew |
$191K - $214K
|
3.21K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.15KNew |
$187K - $210K
|
3.15K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.34KNew |
$198K - $223K
|
3.34K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-975- 17.24% |
$57.9K - $65.1K
|
4.68K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
3.3KNew |
$196K - $220K
|
3.3K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
26KNew |
$1.54M - $1.73M
|
26K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$356 - $400
|
6
$399
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.21KNew |
$250K - $281K
|
4.21K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.5K- 10.66% |
$505K - $567K
|
71.2K
$4.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-721- 14.27% |
$42.8K - $48.1K
|
4.33K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.19K+ 1.66% |
$487K - $547K
|
503K
$33.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.19KNew |
$189K - $213K
|
3.19K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
184+ 5.02% |
$10.9K - $12.3K
|
3.85K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.19KNew |
$190K - $213K
|
3.19K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
564+ 14.43% |
$33.5K - $37.6K
|
4.47K
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
930New |
$55.2K - $62K
|
930
$61.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6+ 0.03% |
$356 - $400
|
19K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.24KNew |
$192K - $216K
|
3.24K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
4.36KNew |
$259K - $291K
|
4.36K
$290K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.2KNew |
$190K - $214K
|
3.2K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-284- 51.26% |
$16.9K - $18.9K
|
270
$18K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.29KNew |
$255K - $286K
|
4.29K
$285K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$297 - $334
|
5
$333
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.35KNew |
$318K - $357K
|
5.35K
$356K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.19KNew |
$190K - $213K
|
3.19K
$212K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$297 - $334
|
5
$333
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.03K+ 14.99% |
$121K - $136K
|
15.6K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-5K- 23.57% |
$297K - $334K
|
16.2K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.25KNew |
$193K - $217K
|
3.25K
$216K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
22New |
$1.31K - $1.47K
|
22
$1.46K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-6.39K- 33.11% |
$380K - $427K
|
12.9K
$859K
|
|