Purchases and Sales Made in Q2 2023 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
629+ 1.82% |
$37.4K - $42K
|
35.3K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
613+ 10.29% |
$36.4K - $40.9K
|
6.57K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
567+ 13.72% |
$33.7K - $37.8K
|
4.7K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
564+ 14.43% |
$33.5K - $37.6K
|
4.47K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
564+ 0.97% |
$33.5K - $37.6K
|
58.9K
$4.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
533+ 2.92% |
$31.7K - $35.6K
|
18.8K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
531+ 6.51% |
$31.5K - $35.4K
|
8.69K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
525+ 13.38% |
$31.2K - $35K
|
4.45K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
515+ 1.44% |
$30.6K - $34.4K
|
36.3K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
506+ 8.02% |
$30.1K - $33.8K
|
6.82K
$478K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
502+ 0.71% |
$29.8K - $33.5K
|
71.5K
$5.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
489+ 1.82% |
$29K - $32.6K
|
27.4K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
481+ 1.5% |
$28.6K - $32.1K
|
32.4K
$2.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Heitman Real Estate Securities LLC
Chicago, IL |
BUY
|
- |
456+ 2.63% |
$27.1K - $30.4K
|
17.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
447+ 10.64% |
$26.5K - $29.8K
|
4.65K
$326K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
405+ 207.69% |
$24.1K - $27K
|
600
$42K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
405+ 207.69% |
$24.1K - $27K
|
600
$42K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
384+ 1.65% |
$22.8K - $25.6K
|
23.7K
$1.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
323+ 1.23% |
$19.2K - $21.6K
|
26.6K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
318+ 1.83% |
$18.9K - $21.2K
|
17.7K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
312+ 0.64% |
$18.5K - $20.8K
|
49.1K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
309+ 7.49% |
$18.4K - $20.6K
|
4.43K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
Presima Inc.
|
BUY
|
- |
300+ 0.7% |
$17.8K - $20K
|
43.3K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
296+ 0.19% |
$17.6K - $19.7K
|
154K
$10.8M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
286New |
$17K - $19.1K
|
286
$20K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
286+ 0.5% |
$17K - $19.1K
|
57.2K
$4M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
275+ 220.0% |
$16.3K - $18.3K
|
400
$28K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
260+ 0.65% |
$15.4K - $17.3K
|
40.4K
$2.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
251+ 13.81% |
$14.9K - $16.7K
|
2.07K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
248+ 33.38% |
$14.7K - $16.5K
|
991
$69.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
242+ 127.37% |
$14.4K - $16.1K
|
432
$30.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
240+ 42.48% |
$14.3K - $16K
|
805
$56.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
206+ 4.24% |
$12.2K - $13.7K
|
5.07K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
184+ 5.02% |
$10.9K - $12.3K
|
3.85K
$270K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
174+ 5.92% |
$10.3K - $11.6K
|
3.11K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
161+ 1.18% |
$9.56K - $10.7K
|
13.8K
$964K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
158+ 2.14% |
$9.38K - $10.5K
|
7.54K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
140+ 0.88% |
$8.31K - $9.34K
|
16.1K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
133+ 1.04% |
$7.9K - $8.87K
|
12.9K
$905K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
132+ 7.13% |
$7.84K - $8.81K
|
1.98K
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
126New |
$7.48K - $8.41K
|
126
$8.83K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
123+ 1.01% |
$7.3K - $8.21K
|
12.2K
$858K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
121+ 25.53% |
$7.19K - $8.07K
|
595
$41.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
106+ 1.11% |
$6.3K - $7.07K
|
9.62K
$674K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
101+ 2.56% |
$6K - $6.74K
|
4.05K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 28.08% |
$5.82K - $6.54K
|
447
$31.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
85+ 54.49% |
$5.05K - $5.67K
|
241
$16.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80New |
$4.75K - $5.34K
|
80
$5.61K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
77+ 0.65% |
$4.57K - $5.14K
|
11.9K
$836K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
70+ 0.9% |
$4.16K - $4.67K
|
7.83K
$548K
|