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 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-446- 5.69% |
$24.7K - $29.7K
|
7.39K
$504K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-446- 8.01% |
$24.7K - $29.7K
|
5.12K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-446- 1.88% |
$24.7K - $29.7K
|
23.3K
$1.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-492- 1.48% |
$27.3K - $32.8K
|
32.7K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 3.07% |
$27.7K - $33.3K
|
15.8K
$1.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-511- 3.78% |
$28.3K - $34K
|
13K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-633- 0.44% |
$35.1K - $42.2K
|
144K
$9.79M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-650- 15.06% |
$36K - $43.3K
|
3.67K
$250K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-704- 0.77% |
$39K - $46.9K
|
90.2K
$6.16M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-743- 15.49% |
$41.2K - $49.5K
|
4.06K
$277K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-753- 9.5% |
$41.8K - $50.1K
|
7.17K
$489K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-759- 1.54% |
$42.1K - $50.5K
|
48.5K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-800- 3.16% |
$44.4K - $53.3K
|
24.5K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-872- 3.58% |
$48.4K - $58.1K
|
23.5K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-940- 1.05% |
$52.1K - $62.6K
|
88.5K
$6.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-975- 19.22% |
$54.1K - $64.9K
|
4.1K
$280K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1K- 23.6% |
$55.5K - $66.6K
|
3.24K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.07K- 9.26% |
$59.3K - $71.2K
|
10.5K
$715K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.09K- 19.48% |
$60.2K - $72.3K
|
4.49K
$306K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 18.21% |
$63.4K - $76.1K
|
5.14K
$350K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 6.64% |
$68.4K - $82.2K
|
17.4K
$1.19M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 86.73% |
$70.7K - $84.8K
|
195
$13.3K
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.44K- 44.3% |
$79.6K - $95.6K
|
1.8K
$123K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.47K- 2.29% |
$81.5K - $97.9K
|
62.8K
$4.28M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.6K- 23.36% |
$88.7K - $107K
|
5.25K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-1.62K- 2.34% |
$90.1K - $108K
|
67.8K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.63K- 8.63% |
$90.3K - $108K
|
17.2K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 1.13% |
$94.4K - $113K
|
149K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.85K- 1.8% |
$102K - $123K
|
101K
$6.87M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.85K- 2.12% |
$103K - $123K
|
85.3K
$5.83M
|
|
|
May 12, 2023
Q1 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 1.38% |
$103K - $124K
|
133K
$9.06M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.91KClosed |
$106K - $127K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.96K- 27.3% |
$109K - $131K
|
5.22K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.97K- 8.84% |
$109K - $131K
|
20.3K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 74.58% |
$110K - $132K
|
678
$46.3K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.04K- 3.37% |
$113K - $136K
|
58.3K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.14K- 33.74% |
$119K - $142K
|
4.2K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.2K- 0.81% |
$122K - $146K
|
270K
$18.4M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.45K- 14.36% |
$136K - $163K
|
14.6K
$997K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.48K- 12.91% |
$138K - $165K
|
16.7K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.69K- 12.4% |
$149K - $179K
|
19K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.71K- 10.01% |
$150K - $180K
|
24.3K
$1.66M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.83K- 33.36% |
$157K - $189K
|
5.66K
$386K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.9K- 8.31% |
$161K - $193K
|
32K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.1K- 3.42% |
$172K - $206K
|
87.5K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.19K- 5.98% |
$177K - $212K
|
50.1K
$3.42M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.33K- 0.93% |
$184K - $221K
|
353K
$24.1M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.7K- 31.19% |
$205K - $247K
|
8.17K
$557K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.8K- 2.25% |
$211K - $253K
|
165K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.97K- 4.66% |
$220K - $264K
|
81.1K
$5.54M
|