Baron Wealth Management’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 | $224K | Sell |
3,316
-1,837
| -36% | -$124K | 0.08% | 202 |
|
|
2025
Q1 | $369K | Buy |
5,153
+1,205
| +31% | +$86.3K | 0.16% | 101 |
|
|
2024
Q4 | $283K | Sell |
3,948
-88
| -2% | -$6.31K | 0.13% | 133 |
|
|
2024
Q3 | $301K | Buy |
4,036
+349
| +9% | +$26K | 0.14% | 122 |
|
|
2024
Q2 | $256K | Buy |
3,687
+107
| +3% | +$7.42K | 0.13% | 134 |
|
|
2024
Q1 | $226K | Buy |
3,580
+291
| +9% | +$18.4K | 0.12% | 161 |
|
|
2023
Q4 | $201K | Buy |
+3,289
| New | +$201K | 0.11% | 171 |
|