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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 60.0% |
$160 - $188
|
2
$140
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 3.79% |
$266 - $313
|
127
$8.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6- 20.69% |
$319 - $375
|
23
$1.61K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 14.0% |
$372 - $438
|
43
$3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 4.85% |
$532 - $625
|
196
$13.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-13- 3.49% |
$691 - $813
|
360
$25.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-15- 1.24% |
$798 - $938
|
1.19K
$83.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 47.06% |
$851 - $1K
|
18
$1.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25- 1.31% |
$1.33K - $1.56K
|
1.89K
$132K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-28- 0.45% |
$1.49K - $1.75K
|
6.17K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28- 0.2% |
$1.49K - $1.75K
|
13.9K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-30- 18.18% |
$1.6K - $1.88K
|
135
$9.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-47- 1.21% |
$2.5K - $2.94K
|
3.85K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 62.03% |
$2.61K - $3.06K
|
30
$2.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53- 1.31% |
$2.82K - $3.31K
|
4K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-55- 0.34% |
$2.93K - $3.44K
|
16.3K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-58- 5.64% |
$3.09K - $3.63K
|
971
$67.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 15.05% |
$3.14K - $3.69K
|
333
$23.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60- 1.13% |
$3.19K - $3.75K
|
5.26K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-60- 1.65% |
$3.19K - $3.75K
|
3.58K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66- 42.58% |
$3.51K - $4.13K
|
89
$6.21K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-73- 0.88% |
$3.88K - $4.56K
|
8.18K
$571K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-79- 41.58% |
$4.2K - $4.94K
|
111
$7.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-99- 97.06% |
$5.27K - $6.19K
|
3
$209
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-100- 28.57% |
$5.32K - $6.25K
|
250
$17.5K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-101- 53.72% |
$5.37K - $6.31K
|
87
$6.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 3.4% |
$5.48K - $6.44K
|
2.93K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-108- 0.33% |
$5.74K - $6.75K
|
33K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-109- 15.89% |
$5.8K - $6.81K
|
577
$40.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-111- 31.71% |
$5.9K - $6.94K
|
239
$16.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-124- 23.4% |
$6.6K - $7.75K
|
406
$28.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-133- 45.08% |
$7.07K - $8.31K
|
162
$11.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-136- 44.44% |
$7.23K - $8.5K
|
170
$11.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-144- 58.54% |
$7.66K - $9K
|
102
$7.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-150- 2.87% |
$7.98K - $9.38K
|
5.08K
$355K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-151- 0.59% |
$8.03K - $9.44K
|
25.3K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-169- 1.15% |
$8.99K - $10.6K
|
14.6K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-193- 22.11% |
$10.3K - $12.1K
|
680
$47.5K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-211- 9.15% |
$11.2K - $13.2K
|
2.09K
$146K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-213- 0.85% |
$11.3K - $13.3K
|
24.9K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-218- 3.34% |
$11.6K - $13.6K
|
6.3K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-219- 0.88% |
$11.6K - $13.7K
|
24.6K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-220- 1.76% |
$11.7K - $13.8K
|
12.3K
$859K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-227- 34.08% |
$12.1K - $14.2K
|
439
$30.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-245- 0.45% |
$13K - $15.3K
|
54.2K
$3.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-261- 72.3% |
$13.9K - $16.3K
|
100
$6.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-264- 0.33% |
$14K - $16.5K
|
80.5K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-266- 6.48% |
$14.1K - $16.6K
|
3.84K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-272- 62.96% |
$14.5K - $17K
|
160
$11.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-297- 1.26% |
$15.8K - $18.6K
|
23.2K
$1.62M
|