Purchases and Sales Made in Q1 2023 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
160+ 12.48% |
$8.87K - $10.7K
|
1.44K
$98.4K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
157+ 1.15% |
$8.71K - $10.5K
|
13.8K
$940K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
157+ 314.0% |
$8.71K - $10.5K
|
207
$14.1K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
148+ 0.3% |
$8.21K - $9.86K
|
48.7K
$3.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
147New |
$8.15K - $9.79K
|
147
$10K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
136+ 74.32% |
$7.54K - $9.06K
|
319
$21.8K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
133+ 1.5% |
$7.38K - $8.86K
|
9.02K
$616K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
129+ 2.63% |
$7.15K - $8.59K
|
5.04K
$344K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
127+ 3.49% |
$7.04K - $8.46K
|
3.76K
$257K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
126+ 0.11% |
$6.99K - $8.39K
|
113K
$7.71M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
124+ 22.79% |
$6.88K - $8.26K
|
668
$45.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
106+ 1.07% |
$5.88K - $7.06K
|
10K
$685K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102New |
$5.66K - $6.79K
|
102
$6.96K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
100+ 1.49% |
$5.55K - $6.66K
|
6.83K
$466K
|
|
|
Apr 21, 2023
Q1 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
100+ 0.21% |
$5.55K - $6.66K
|
46.7K
$3.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.45% |
$5.55K - $6.66K
|
22.1K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
98+ 38.13% |
$5.44K - $6.53K
|
355
$24.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
96+ 10.38% |
$5.32K - $6.39K
|
1.02K
$69.7K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
96+ 1.02% |
$5.32K - $6.39K
|
9.52K
$649K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
95+ 0.0% |
$5.27K - $6.33K
|
58M
$3.96B
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 24.65% |
$4.88K - $5.86K
|
445
$30.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86New |
$4.77K - $5.73K
|
86
$5.87K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 75.68% |
$4.66K - $5.59K
|
195
$13.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
84+ 20.95% |
$4.66K - $5.59K
|
485
$33.1K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
84+ 20.69% |
$4.66K - $5.59K
|
490
$33.4K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
72+ 0.61% |
$3.99K - $4.79K
|
11.9K
$810K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 443.75% |
$3.94K - $4.73K
|
87
$5.94K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
69+ 123.21% |
$3.83K - $4.59K
|
125
$8.53K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
68+ 54.84% |
$3.77K - $4.53K
|
192
$13.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
65+ 433.33% |
$3.6K - $4.33K
|
80
$5.46K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
63+ 3.06% |
$3.49K - $4.2K
|
2.12K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60New |
$3.33K - $4K
|
60
$4.1K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 1.62% |
$3.33K - $4K
|
3.77K
$257K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
50+ 44.25% |
$2.77K - $3.33K
|
163
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$2.61K - $3.13K
|
47
$3.21K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 0.43% |
$2.55K - $3.06K
|
10.7K
$731K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
43+ 0.26% |
$2.38K - $2.86K
|
16.4K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
41+ 3.41% |
$2.27K - $2.73K
|
1.24K
$84.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$2.22K - $2.66K
|
40
$2.73K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40New |
$2.22K - $2.66K
|
40
$2.73K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
32+ 0.62% |
$1.77K - $2.13K
|
5.15K
$352K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30+ 15.54% |
$1.66K - $2K
|
223
$15.2K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
28New |
$1.55K - $1.86K
|
28
$1.91K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26+ 1.77% |
$1.44K - $1.73K
|
1.5K
$102K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 6.08% |
$1.11K - $1.33K
|
349
$23.8K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 22.37% |
$943 - $1.13K
|
93
$6.35K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 1.0% |
$776 - $932
|
1.41K
$96.5K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14New |
$776 - $932
|
14
$956
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.26% |
$555 - $666
|
3.82K
$260K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 11.54% |
$499 - $599
|
87
$5.94K
|