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 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.96% |
$201 - $225
|
315
$21.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.3% |
$201 - $225
|
1.01K
$67.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 6.0% |
$201 - $225
|
53
$3.56K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.11% |
$201 - $225
|
2.85K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.19% |
$134 - $150
|
170
$11.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.95% |
$67 - $75
|
106
$7.13K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.81% |
$67 - $75
|
125
$8.41K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.56% |
$67 - $75
|
65
$4.37K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 14.29% |
$134 - $150
|
12
$807
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 8.7% |
$134 - $150
|
21
$1.41K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 12.5% |
$134 - $150
|
14
$942
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 1.04% |
$134 - $150
|
190
$12.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6Closed |
$402 - $450
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9- 0.01% |
$603 - $675
|
89.3K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-9- 7.69% |
$603 - $675
|
108
$7.26K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 30.56% |
$737 - $825
|
25
$1.68K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-12- 0.39% |
$804 - $900
|
3.05K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12- 3.48% |
$804 - $900
|
333
$22.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-12- 0.39% |
$804 - $900
|
3.08K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13- 1.39% |
$871 - $975
|
920
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-13Closed |
$871 - $975
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 1.96% |
$1K - $1.13K
|
750
$50.4K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16- 19.28% |
$1.07K - $1.2K
|
67
$4.51K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-16- 3.85% |
$1.07K - $1.2K
|
400
$26.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-17- 25.76% |
$1.14K - $1.28K
|
49
$3.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 28.33% |
$1.14K - $1.28K
|
43
$2.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-18- 0.1% |
$1.21K - $1.35K
|
18.5K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 55.0% |
$1.47K - $1.65K
|
18
$1.21K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-22- 3.61% |
$1.47K - $1.65K
|
588
$39.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-25- 4.48% |
$1.67K - $1.88K
|
533
$35.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-30- 2.44% |
$2.01K - $2.25K
|
1.2K
$80.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 39.29% |
$2.21K - $2.48K
|
51
$3.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35- 3.22% |
$2.34K - $2.63K
|
1.05K
$70.8K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-37- 0.06% |
$2.48K - $2.78K
|
65.3K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-38- 0.62% |
$2.55K - $2.85K
|
6.1K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42- 2.4% |
$2.81K - $3.15K
|
1.71K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-42- 1.36% |
$2.81K - $3.15K
|
3.05K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-51- 0.77% |
$3.42K - $3.83K
|
6.58K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-60- 17.8% |
$4.02K - $4.5K
|
277
$18.6K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-64- 1.26% |
$4.29K - $4.8K
|
5K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-66- 31.73% |
$4.42K - $4.95K
|
142
$9.55K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-69- 1.53% |
$4.62K - $5.18K
|
4.44K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-70- 1.86% |
$4.69K - $5.25K
|
3.7K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-71- 0.22% |
$4.76K - $5.33K
|
32.6K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-72- 1.69% |
$4.82K - $5.4K
|
4.18K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-75- 41.21% |
$5.02K - $5.63K
|
107
$7.2K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-75- 1.97% |
$5.02K - $5.63K
|
3.72K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-80- 19.66% |
$5.36K - $6K
|
327
$22K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-84- 15.53% |
$5.63K - $6.3K
|
457
$30.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-88- 0.68% |
$5.89K - $6.6K
|
12.9K
$864K
|