Purchases and Sales Made in Q1 2025 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q1 2025. 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, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
65New |
$4.35K - $4.88K
|
65
$4.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
62+ 0.03% |
$4.15K - $4.65K
|
180K
$12.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
59+ 8.17% |
$3.95K - $4.43K
|
781
$52.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
51New |
$3.42K - $3.83K
|
51
$3.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
49+ 12.69% |
$3.28K - $3.68K
|
435
$29.3K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
46New |
$3.08K - $3.45K
|
46
$3.09K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
42+ 0.83% |
$2.81K - $3.15K
|
5.1K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
42+ 0.95% |
$2.81K - $3.15K
|
4.45K
$299K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
39+ 0.94% |
$2.61K - $2.93K
|
4.19K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 46.99% |
$2.61K - $2.93K
|
122
$8.21K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38New |
$2.55K - $2.85K
|
38
$2.56K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33+ 0.51% |
$2.21K - $2.48K
|
6.53K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 1.07% |
$2.14K - $2.4K
|
3.04K
$204K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
30+ 0.83% |
$2.01K - $2.25K
|
3.67K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
30+ 0.07% |
$2.01K - $2.25K
|
43.6K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 0.05% |
$1.94K - $2.18K
|
63.1K
$4.24M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
28New |
$1.88K - $2.1K
|
28
$1.88K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.26% |
$1.88K - $2.1K
|
10.9K
$731K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26New |
$1.74K - $1.95K
|
26
$1.75K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 92.86% |
$1.74K - $1.95K
|
54
$3.63K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 250.0% |
$1.67K - $1.88K
|
35
$2.35K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 0.91% |
$1.61K - $1.8K
|
2.66K
$179K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 2.0% |
$1.47K - $1.65K
|
1.12K
$75.5K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 5.82% |
$1.41K - $1.58K
|
382
$25.7K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
19+ 0.84% |
$1.27K - $1.43K
|
2.28K
$153K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.06% |
$1.27K - $1.43K
|
33K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
18New |
$1.21K - $1.35K
|
18
$1.21K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$1K - $1.13K
|
15
$1.01K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
15+ 0.47% |
$1K - $1.13K
|
3.23K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14+ 0.66% |
$938 - $1.05K
|
2.13K
$144K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14New |
$938 - $1.05K
|
14
$942
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 150.0% |
$804 - $900
|
20
$1.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12+ 0.4% |
$804 - $900
|
2.98K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 2.79% |
$670 - $750
|
368
$24.8K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9+ 2.92% |
$603 - $675
|
317
$21.3K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8+ 14.55% |
$536 - $600
|
63
$4.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$469 - $525
|
7
$471
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$469 - $525
|
7
$471
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$469 - $525
|
7
$471
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 116.67% |
$469 - $525
|
13
$874
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$402 - $450
|
6
$404
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.46% |
$402 - $450
|
1.3K
$87.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 1.07% |
$402 - $450
|
566
$38.1K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.93% |
$335 - $375
|
541
$36.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 55.56% |
$335 - $375
|
14
$942
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 38.46% |
$335 - $375
|
18
$1.21K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$335 - $375
|
5
$336
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 1.08% |
$335 - $375
|
467
$31.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.05% |
$268 - $300
|
8.59K
$578K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.18% |
$268 - $300
|
2.2K
$148K
|