Purchases and Sales Made in Q3 2023 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
166+ 1.33% |
$9.7K - $11.5K
|
12.6K
$902K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
165+ 1.2% |
$9.64K - $11.4K
|
13.9K
$993K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
160+ 1.75% |
$9.35K - $11K
|
9.28K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
158New |
$9.23K - $10.9K
|
158
$11.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
150+ 13.56% |
$8.77K - $10.4K
|
1.26K
$89.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
149+ 2.0% |
$8.71K - $10.3K
|
7.61K
$543K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
143+ 0.57% |
$8.36K - $9.88K
|
25.4K
$1.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
138+ 0.86% |
$8.06K - $9.53K
|
16.2K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
130+ 1.21% |
$7.6K - $8.98K
|
10.9K
$777K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
110+ 2.15% |
$6.43K - $7.6K
|
5.23K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
103+ 5.19% |
$6.02K - $7.11K
|
2.09K
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
102New |
$5.96K - $7.04K
|
102
$7.28K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.38% |
$5.84K - $6.91K
|
26.7K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
97+ 0.75% |
$5.67K - $6.7K
|
13K
$927K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
96+ 2.04% |
$5.61K - $6.63K
|
4.8K
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
91+ 0.13% |
$5.32K - $6.28K
|
67.7K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 9.79% |
$5.14K - $6.08K
|
987
$70.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
83+ 0.99% |
$4.85K - $5.73K
|
8.45K
$603K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
82+ 0.98% |
$4.79K - $5.66K
|
8.48K
$605K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
77+ 12.64% |
$4.5K - $5.32K
|
686
$48.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 300.0% |
$4.38K - $5.18K
|
100
$7.13K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73New |
$4.27K - $5.04K
|
73
$5.21K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71+ 11.93% |
$4.15K - $4.9K
|
666
$47.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
64+ 1.38% |
$3.74K - $4.42K
|
4.71K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54+ 1.35% |
$3.16K - $3.73K
|
4.05K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
54+ 0.16% |
$3.16K - $3.73K
|
33.1K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 21.58% |
$3.04K - $3.59K
|
293
$20.9K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
51+ 71.83% |
$2.98K - $3.52K
|
122
$8.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
50+ 2.05% |
$2.92K - $3.45K
|
2.49K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
44+ 5.96% |
$2.57K - $3.04K
|
782
$55.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 12.09% |
$1.93K - $2.28K
|
306
$21.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$1.75K - $2.07K
|
30
$2.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 1.93% |
$1.75K - $2.07K
|
1.58K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
29+ 63.04% |
$1.69K - $2K
|
75
$5.35K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
28+ 0.74% |
$1.64K - $1.93K
|
3.82K
$273K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25New |
$1.46K - $1.73K
|
25
$1.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23+ 0.03% |
$1.34K - $1.59K
|
87.4K
$6.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 12.12% |
$1.17K - $1.38K
|
185
$13.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20New |
$1.17K - $1.38K
|
20
$1.43K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 59.38% |
$1.11K - $1.31K
|
51
$3.64K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 0.47% |
$818 - $967
|
2.98K
$213K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
11+ 3.14% |
$643 - $760
|
361
$25.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$584 - $691
|
10
$714
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.04% |
$526 - $622
|
873
$62.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 11.27% |
$468 - $552
|
79
$5.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
8+ 0.19% |
$468 - $552
|
4.29K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 4.76% |
$351 - $414
|
132
$9.42K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$292 - $345
|
5
$357
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.99% |
$292 - $345
|
509
$36.3K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.17% |
$234 - $276
|
2.31K
$164K
|