Purchases and Sales Made in Q1 2022 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q1 2022. The information is specifically focused on institutions that hold shares of EQUITY RESIDENTIAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
61New |
$5.1K - $5.67K
|
61
$4.62K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
56+ 164.71% |
$4.68K - $5.2K
|
90
$6.82K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
55+ 6.4% |
$4.6K - $5.11K
|
915
$69.3K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
53+ 1.52% |
$4.43K - $4.92K
|
3.53K
$267K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 1.36% |
$4.18K - $4.64K
|
3.74K
$283K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 20.16% |
$4.1K - $4.55K
|
292
$22.1K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48+ 20.25% |
$4.01K - $4.46K
|
285
$21.6K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 0.38% |
$3.68K - $4.09K
|
11.6K
$880K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
44+ 1.14% |
$3.68K - $4.09K
|
3.9K
$295K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
43+ 23.76% |
$3.6K - $3.99K
|
224
$17K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 50.7% |
$3.01K - $3.34K
|
107
$8.11K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
32+ 7.31% |
$2.68K - $2.97K
|
470
$35.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 150.0% |
$2.51K - $2.79K
|
50
$3.79K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.68% |
$2.26K - $2.51K
|
4.02K
$305K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
25+ 8.45% |
$2.09K - $2.32K
|
321
$24.3K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22New |
$1.84K - $2.04K
|
22
$1.67K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$1.84K - $2.04K
|
22
$1.67K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
22+ 0.82% |
$1.84K - $2.04K
|
2.7K
$205K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
20New |
$1.67K - $1.86K
|
20
$1.52K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
19+ 18.1% |
$1.59K - $1.76K
|
124
$9.4K
|
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
19+ 0.43% |
$1.59K - $1.76K
|
4.44K
$337K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
19+ 0.85% |
$1.59K - $1.76K
|
2.26K
$171K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
18+ 0.48% |
$1.51K - $1.67K
|
3.79K
$287K
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 0.19% |
$1.51K - $1.67K
|
9.26K
$702K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
17+ 0.22% |
$1.42K - $1.58K
|
7.69K
$583K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17+ 0.12% |
$1.42K - $1.58K
|
13.7K
$1.04M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 0.13% |
$1.25K - $1.39K
|
11.4K
$867K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 2.82% |
$1K - $1.11K
|
438
$33.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 23.81% |
$836 - $929
|
52
$3.94K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
9+ 0.21% |
$753 - $836
|
4.29K
$325K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 5.16% |
$669 - $743
|
163
$12.4K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.17% |
$585 - $650
|
4.12K
$312K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
6+ 0.12% |
$502 - $557
|
5.11K
$387K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
6+ 0.25% |
$502 - $557
|
2.42K
$184K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
6New |
$502 - $557
|
6
$455
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
6+ 1.86% |
$502 - $557
|
328
$24.9K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 4.1% |
$418 - $464
|
127
$9.63K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 5.21% |
$418 - $464
|
101
$7.65K
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
4+ 0.09% |
$335 - $372
|
4.3K
$326K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.63% |
$251 - $279
|
481
$36.5K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.98% |
$83.6 - $92.9
|
103
$7.81K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1+ 0.03% |
$83.6 - $92.9
|
3.15K
$239K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.71% |
$83.6 - $92.9
|
141
$10.7K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$83.6 - $92.9
|
1
$75.8
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.82% |
$83.6 - $92.9
|
123
$9.32K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 2.27% |
$83.6 - $92.9
|
45
$3.41K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-2- 0.08% |
$167 - $186
|
2.54K
$193K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.77% |
$251 - $279
|
386
$29.3K
|