Bell Investment Advisors’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.79K	Buy	64 +26	+68%	+$1.6K	﹤0.01%	1088
2025 Q4	$2.4K	Hold	38	–	–	﹤0.01%	1281
2025 Q3	$2.46K	Buy	38 +8	+27%	+$523	﹤0.01%	1258
2025 Q2	$2.02K	Hold	30	–	–	﹤0.01%	1359
2025 Q1	$2.15K	Hold	30	–	–	﹤0.01%	1285
2024 Q4	$2.15K	Hold	30	–	–	﹤0.01%	1305
2024 Q3	$2.23K	Hold	30	–	–	﹤0.01%	1311
2024 Q2	$2.08K	Hold	30	–	–	﹤0.01%	1334
2024 Q1	$1.89K	Hold	30	–	–	﹤0.01%	1382
2023 Q4	$1.83K	Sell	30 -49	-62%	-$2.83K	﹤0.01%	1363
2023 Q3	$4.64K	Buy	79 +8	+11%	+$517	﹤0.01%	848
2023 Q2	$4.68K	Sell	71 -16	-18%	-$1K	﹤0.01%	855
2023 Q1	$5.22K	Buy	87 +9	+12%	+$553	﹤0.01%	761
2022 Q4	$4.6K	Buy	78 +2	+3%	+$125	﹤0.01%	853
2022 Q3	$5K	Sell	76 -48	-39%	-$3.55K	﹤0.01%	666
2022 Q2	$9K	Buy	+124	New	+$9.84K	﹤0.01%	456
2021 Q4	$10K	Buy	114 +18	+19%	+$1.55K	﹤0.01%	490
2021 Q3	$8K	Buy	+96	New	+$7.93K	﹤0.01%	517