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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19New |
$1.13K - $1.27K
|
19
$1.26K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20- 12.5% |
$1.19K - $1.33K
|
140
$9.31K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
15.3KNew |
$909K - $1.02M
|
15.3K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.66KNew |
$217K - $244K
|
3.66K
$243K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.18KNew |
$287K - $345K
|
5.18K
$344K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.32KNew |
$351K - $421K
|
6.32K
$421K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
185New |
$10.3K - $12.3K
|
185
$12.3K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26+ 1.77% |
$1.44K - $1.73K
|
1.5K
$99.7K
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-25.4K- 16.17% |
$1.41M - $1.69M
|
132K
$8.75M
|
|
|
May 15, 2023
Q1 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.44MNew |
$79.8M - $95.8M
|
1.44M
$95.7M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
84+ 20.95% |
$4.66K - $5.59K
|
485
$32.3K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-7.29K- 62.52% |
$404K - $485K
|
4.37K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$2.61K - $3.13K
|
47
$3.13K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 41.12% |
$749K - $900K
|
19.3K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
2.5KNew |
$139K - $166K
|
2.5K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-306- 6.13% |
$17K - $20.4K
|
4.68K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.22KNew |
$234K - $281K
|
4.22K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 2.68% |
$610 - $732
|
400
$26.6K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.2KNew |
$896K - $1.08M
|
16.2K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
148K+ 13.76% |
$8.19M - $9.84M
|
1.22M
$81.3M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
450+ 5.8% |
$25K - $30K
|
8.21K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
13.1KNew |
$725K - $871K
|
13.1K
$870K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
9.56KNew |
$530K - $636K
|
9.56K
$636K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$55.5K - $66.6K
|
1K
$66.5K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.12MNew |
$173M - $208M
|
3.12M
$208M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-43.8K- 88.67% |
$2.43M - $2.91M
|
5.59K
$372K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$222 - $266
|
4
$266
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13.5KNew |
$747K - $897K
|
13.5K
$896K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
372New |
$20.6K - $24.8K
|
372
$24.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.85% |
$55.5 - $66.6
|
27
$1.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.95KNew |
$108K - $130K
|
1.95K
$130K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102New |
$5.66K - $6.79K
|
102
$6.79K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$2.22K - $2.66K
|
40
$2.66K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
500+ 2.5% |
$29.4K - $34.2K
|
20.5K
$1.36M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
20.1KNew |
$1.18M - $1.37M
|
20.1K
$1.34M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.91KNew |
$112K - $131K
|
1.91K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
471New |
$27.7K - $32.3K
|
471
$31.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-15.2K- 71.06% |
$896K - $1.04M
|
6.21K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
189New |
$11.1K - $12.9K
|
189
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-712- 17.12% |
$41.8K - $48.8K
|
3.45K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$235K - $274K
|
4K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.95K+ 54.13% |
$585K - $681K
|
28.3K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
14.6KNew |
$858K - $1M
|
14.6K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.22K- 33.28% |
$131K - $152K
|
4.45K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
186KNew |
$10.9M - $12.7M
|
186K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.56KNew |
$445K - $518K
|
7.56K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-85.3K- 77.72% |
$5.02M - $5.84M
|
24.5K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
972New |
$57.1K - $66.6K
|
972
$64.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$3.17K - $3.7K
|
54
$3.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
7KNew |
$411K - $479K
|
7K
$466K
|
|