Purchases and Sales Made in Q4 2024 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q4 2024. 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, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.14% |
$276 - $310
|
2.85K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.18% |
$276 - $310
|
2.19K
$156K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4New |
$276 - $310
|
4
$285
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.87% |
$276 - $310
|
462
$33K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.02% |
$207 - $232
|
13.9K
$994K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$207 - $232
|
3
$214
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.96% |
$69.1 - $77.5
|
105
$7.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.6% |
$69.1 - $77.5
|
168
$12K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 2.7% |
$69.1 - $77.5
|
38
$2.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- 0.25% |
$69.1 - $77.5
|
400
$28.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.28% |
$622 - $697
|
3.18K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 21.74% |
$691 - $775
|
36
$2.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 16.67% |
$691 - $775
|
50
$3.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.6% |
$1.18K - $1.32K
|
2.8K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-28- 0.86% |
$1.94K - $2.17K
|
3.21K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-35- 55.56% |
$2.42K - $2.71K
|
28
$2K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-45- 1.44% |
$3.11K - $3.49K
|
3.09K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-46- 0.25% |
$3.18K - $3.56K
|
18.5K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-50- 0.23% |
$3.46K - $3.87K
|
21.4K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-56- 0.17% |
$3.87K - $4.34K
|
32.5K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-70- 0.1% |
$4.84K - $5.42K
|
68.9K
$4.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-73- 1.09% |
$5.05K - $5.66K
|
6.61K
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-84- 1.98% |
$5.81K - $6.51K
|
4.16K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-88- 2.18% |
$6.08K - $6.82K
|
3.95K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-89- 2.31% |
$6.15K - $6.9K
|
3.77K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-93- 3.11% |
$6.43K - $7.21K
|
2.9K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 20.97% |
$6.57K - $7.36K
|
358
$25.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-111- 57.22% |
$7.67K - $8.6K
|
83
$5.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-118- 5.88% |
$8.16K - $9.14K
|
1.89K
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124- 0.84% |
$8.57K - $9.61K
|
14.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-129- 2.46% |
$8.92K - $9.99K
|
5.12K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-135- 2.77% |
$9.33K - $10.5K
|
4.74K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-156- 4.8% |
$10.8K - $12.1K
|
3.09K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-156- 47.27% |
$10.8K - $12.1K
|
174
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-169- 5.67% |
$11.7K - $13.1K
|
2.81K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-173- 2.26% |
$12K - $13.4K
|
7.47K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-173- 0.1% |
$12K - $13.4K
|
165K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-222- 13.98% |
$15.3K - $17.2K
|
1.37K
$97.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-257- 98.09% |
$17.8K - $19.9K
|
5
$357
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-260- 0.92% |
$18K - $20.1K
|
28.1K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-268- 3.89% |
$18.5K - $20.8K
|
6.62K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-271- 4.83% |
$18.7K - $21K
|
5.34K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-313- 12.71% |
$21.6K - $24.3K
|
2.15K
$153K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-314- 2.7% |
$21.7K - $24.3K
|
11.3K
$809K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-323- 1.36% |
$22.3K - $25K
|
23.4K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-338- 2.51% |
$23.4K - $26.2K
|
13.1K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-340- 4.08% |
$23.5K - $26.3K
|
8K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-407- 1.9% |
$28.1K - $31.5K
|
21K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-439- 4.48% |
$30.3K - $34K
|
9.37K
$668K
|