Latest Institutional Purchases of Equity Residential (EQR)
This list provides information on the latest institutional transactions involving Equity Residential (EQR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
42+ 0.95% |
$2.81K - $3.15K
|
4.45K
$296K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
42+ 0.83% |
$2.81K - $3.15K
|
5.1K
$339K
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
39+ 0.94% |
$2.61K - $2.93K
|
4.19K
$279K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 46.99% |
$2.61K - $2.93K
|
122
$8.12K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38New |
$2.55K - $2.85K
|
38
$2.53K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33+ 0.51% |
$2.21K - $2.48K
|
6.53K
$435K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 1.07% |
$2.14K - $2.4K
|
3.04K
$202K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
30+ 0.83% |
$2.01K - $2.25K
|
3.67K
$244K
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
30+ 0.07% |
$2.01K - $2.25K
|
43.6K
$2.9M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 0.05% |
$1.94K - $2.18K
|
63.1K
$4.2M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.26% |
$1.88K - $2.1K
|
10.9K
$723K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
28New |
$1.88K - $2.1K
|
28
$1.86K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26New |
$1.74K - $1.95K
|
26
$1.73K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 92.86% |
$1.74K - $1.95K
|
54
$3.59K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 250.0% |
$1.67K - $1.88K
|
35
$2.33K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 0.91% |
$1.61K - $1.8K
|
2.66K
$177K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 2.0% |
$1.47K - $1.65K
|
1.12K
$74.7K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 5.82% |
$1.41K - $1.58K
|
382
$25.4K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.06% |
$1.27K - $1.43K
|
33K
$2.19M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
19+ 0.84% |
$1.27K - $1.43K
|
2.28K
$151K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
18New |
$1.21K - $1.35K
|
18
$1.2K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$1K - $1.13K
|
15
$998
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
15+ 0.47% |
$1K - $1.13K
|
3.23K
$215K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14New |
$938 - $1.05K
|
14
$931
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 150.0% |
$804 - $900
|
20
$1.33K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12+ 0.4% |
$804 - $900
|
2.98K
$198K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 2.79% |
$670 - $750
|
368
$24.5K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9+ 2.92% |
$603 - $675
|
317
$21.1K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
8New |
$536 - $600
|
8
$532
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8+ 14.55% |
$536 - $600
|
63
$4.19K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$469 - $525
|
7
$466
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$469 - $525
|
7
$466
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$469 - $525
|
7
$466
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 116.67% |
$469 - $525
|
13
$865
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$402 - $450
|
6
$399
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.46% |
$402 - $450
|
1.3K
$86.8K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 1.07% |
$402 - $450
|
566
$37.7K
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.93% |
$335 - $375
|
541
$36K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 38.46% |
$335 - $375
|
18
$1.2K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$335 - $375
|
5
$333
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 1.08% |
$335 - $375
|
467
$31.1K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 55.56% |
$335 - $375
|
14
$931
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.05% |
$268 - $300
|
8.59K
$571K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.18% |
$268 - $300
|
2.2K
$146K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.96% |
$201 - $225
|
315
$21K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 6.0% |
$201 - $225
|
53
$3.53K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.3% |
$201 - $225
|
1.01K
$67.1K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.11% |
$201 - $225
|
2.85K
$190K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.19% |
$134 - $150
|
170
$11.3K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.81% |
$67 - $75
|
125
$8.32K
|