Purchases and Sales Made in Q4 2023 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
1.4K+ 2.88% |
$74.5K - $87.5K
|
50.1K
$3.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.38K+ 3.78% |
$73.5K - $86.3K
|
38K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.38K+ 4.59% |
$73.4K - $86.3K
|
31.4K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.33K+ 1.22% |
$70.7K - $83.1K
|
110K
$7.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.19K+ 2.74% |
$63.2K - $74.3K
|
44.6K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.17K+ 31.52% |
$62.4K - $73.3K
|
4.89K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.17KNew |
$62.2K - $73.1K
|
1.17K
$80.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.14K+ 27.68% |
$60.7K - $71.4K
|
5.27K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.09K+ 21.44% |
$57.8K - $67.9K
|
6.16K
$425K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1KNew |
$53.2K - $62.5K
|
1K
$69K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
968+ 2.3% |
$51.5K - $60.5K
|
43.1K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
890New |
$47.3K - $55.6K
|
890
$61.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
830+ 11.81% |
$44.1K - $51.9K
|
7.86K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
826+ 11.49% |
$43.9K - $51.6K
|
8.01K
$553K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
802New |
$42.7K - $50.1K
|
802
$55.3K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.81% |
$42.6K - $50K
|
99.7K
$6.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
748+ 13.59% |
$39.8K - $46.8K
|
6.25K
$431K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
709+ 5.96% |
$37.7K - $44.3K
|
12.6K
$869K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
696+ 376.22% |
$37K - $43.5K
|
881
$60.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
692+ 1.48% |
$36.8K - $43.3K
|
47.3K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
669+ 2.13% |
$35.6K - $41.8K
|
32K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
646+ 4.94% |
$34.4K - $40.4K
|
13.7K
$946K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
635+ 122.12% |
$33.8K - $39.7K
|
1.16K
$79.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
557New |
$29.6K - $34.8K
|
557
$38.4K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
539+ 14.62% |
$28.7K - $33.7K
|
4.23K
$292K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
535New |
$28.5K - $33.4K
|
535
$36.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
498+ 5.89% |
$26.5K - $31.1K
|
8.95K
$618K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
475+ 5.55% |
$25.3K - $29.7K
|
9.03K
$623K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
454New |
$24.1K - $28.4K
|
454
$31.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
433+ 8.6% |
$23K - $27.1K
|
5.47K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
429New |
$22.8K - $26.8K
|
429
$29.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
423+ 144.37% |
$22.5K - $26.4K
|
716
$49.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
407+ 206.6% |
$21.6K - $25.4K
|
604
$41.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.62% |
$21.3K - $25K
|
64.6K
$4.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
383+ 5.64% |
$20.4K - $23.9K
|
7.18K
$495K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
378+ 309.84% |
$20.1K - $23.6K
|
500
$34.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
360+ 0.25% |
$19.1K - $22.5K
|
145K
$10M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
355New |
$18.9K - $22.2K
|
355
$24.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
355New |
$18.9K - $22.2K
|
355
$24.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
316+ 3.58% |
$16.8K - $19.8K
|
9.13K
$630K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
303+ 1.14% |
$16.1K - $18.9K
|
27K
$1.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
291+ 34.07% |
$15.5K - $18.2K
|
1.15K
$79K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
267+ 120.81% |
$14.2K - $16.7K
|
488
$33.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
252New |
$13.4K - $15.8K
|
252
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
251+ 0.37% |
$13.4K - $15.7K
|
67.5K
$4.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
236+ 0.39% |
$12.6K - $14.8K
|
60.5K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
215+ 17.15% |
$11.4K - $13.4K
|
1.47K
$101K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
208+ 1.52% |
$11.1K - $13K
|
13.9K
$957K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
199New |
$10.6K - $12.4K
|
199
$13.7K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
194New |
$10.3K - $12.1K
|
194
$13.4K
|