American Investment Services’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
3,665
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $262K | Buy |
3,665
+30
| +0.8% | +$2.15K | 0.05% | 145 |
|
|
2024
Q4 | $261K | Hold |
3,635
| – | – | 0.05% | 143 |
|
|
2024
Q3 | $271K | Hold |
3,635
| – | – | 0.05% | 142 |
|
|
2024
Q2 | $252K | Sell |
3,635
-241
| -6% | -$16.7K | 0.04% | 143 |
|
|
2024
Q1 | $245K | Hold |
3,876
| – | – | 0.04% | 143 |
|
|
2023
Q4 | $237K | Hold |
3,876
| – | – | 0.04% | 134 |
|
|
2023
Q3 | $228K | Buy |
3,876
+340
| +10% | +$20K | 0.05% | 127 |
|
|
2023
Q2 | $233K | Hold |
3,536
| – | – | 0.05% | 133 |
|
|
2023
Q1 | $209K | Hold |
3,536
| – | – | 0.04% | 128 |
|
|
2022
Q4 | $209K | Hold |
3,536
| – | – | 0.04% | 128 |
|
|
2022
Q3 | $238K | Sell |
3,536
-318
| -8% | -$21.4K | 0.06% | 112 |
|
|
2022
Q2 | $278K | Hold |
3,854
| – | – | 0.06% | 104 |
|
|
2022
Q1 | $347K | Sell |
3,854
-224
| -5% | -$20.2K | 0.08% | 95 |
|
|
2021
Q4 | $369K | Hold |
4,078
| – | – | 0.08% | 94 |
|
|
2021
Q3 | $330K | Hold |
4,078
| – | – | 0.07% | 99 |
|
|
2021
Q2 | $314K | Sell |
4,078
-912
| -18% | -$70.2K | 0.07% | 97 |
|
|
2021
Q1 | $357K | Sell |
4,990
-1,969
| -28% | -$141K | 0.1% | 89 |
|
|
2020
Q4 | $413K | Hold |
6,959
| – | – | 0.13% | 83 |
|
|
2020
Q3 | $357K | Hold |
6,959
| – | – | 0.12% | 109 |
|
|
2020
Q2 | $409K | Sell |
6,959
-258
| -4% | -$15.2K | 0.14% | 100 |
|
|
2020
Q1 | $445K | Hold |
7,217
| – | – | 0.17% | 94 |
|
|
2019
Q4 | $584K | Hold |
7,217
| – | – | 0.18% | 92 |
|
|
2019
Q3 | $623K | Sell |
7,217
-700
| -9% | -$60.4K | 0.2% | 82 |
|
|
2019
Q2 | $601K | Hold |
7,917
| – | – | 0.19% | 81 |
|
|
2019
Q1 | $596K | Hold |
7,917
| – | – | 0.19% | 77 |
|
|
2018
Q4 | $523K | Sell |
7,917
-923
| -10% | -$61K | 0.19% | 73 |
|
|
2018
Q3 | $586K | Hold |
8,840
| – | – | 0.2% | 68 |
|
|
2018
Q2 | $563K | Hold |
8,840
| – | – | 0.19% | 69 |
|
|
2018
Q1 | $545K | Hold |
8,840
| – | – | 0.19% | 71 |
|
|
2017
Q4 | $564K | Sell |
8,840
-950
| -10% | -$60.6K | 0.21% | 67 |
|
|
2017
Q3 | $645K | Hold |
9,790
| – | – | 0.25% | 65 |
|
|
2017
Q2 | $644K | Sell |
9,790
-214
| -2% | -$14.1K | 0.26% | 65 |
|
|
2017
Q1 | $622K | Hold |
10,004
| – | – | 0.25% | 65 |
|
|
2016
Q4 | $644K | Buy |
10,004
+1,682
| +20% | +$108K | 0.27% | 67 |
|
|
2016
Q3 | $535K | Sell |
8,322
-1,971
| -19% | -$127K | 0.22% | 69 |
|
|
2016
Q2 | $709K | Sell |
10,293
-651
| -6% | -$44.8K | 0.31% | 59 |
|
|
2016
Q1 | $821K | Hold |
10,944
| – | – | 0.4% | 49 |
|
|
2015
Q4 | $893K | Buy |
10,944
+1,971
| +22% | +$161K | 0.49% | 39 |
|
|
2015
Q3 | $674K | Hold |
8,973
| – | – | 0.38% | 47 |
|
|
2015
Q2 | $630K | Sell |
8,973
-179
| -2% | -$12.6K | 0.34% | 52 |
|
|
2015
Q1 | $713K | Hold |
9,152
| – | – | 0.39% | 47 |
|
|
2014
Q4 | $657K | Buy |
9,152
+317
| +4% | +$22.8K | 0.36% | 46 |
|
|
2014
Q3 | $544K | Hold |
8,835
| – | – | 0.3% | 50 |
|
|
2014
Q2 | $557K | Buy |
8,835
+1,301
| +17% | +$82K | 0.3% | 50 |
|
|
2014
Q1 | $437K | Hold |
7,534
| – | – | 0.25% | 47 |
|
|
2013
Q4 | $391K | Hold |
7,534
| – | – | 0.23% | 49 |
|
|
2013
Q3 | $404K | Sell |
7,534
-843
| -10% | -$45.2K | 0.25% | 46 |
|
|
2013
Q2 | $486K | Buy |
+8,377
| New | +$486K | 0.3% | 48 |
|