Carmel Capital Partners’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
$222K Sell
3,289
-3,287
-50% -$222K 0.08% 139
2025
Q1
$471K Sell
6,576
-51
-0.8% -$3.65K 0.19% 91
2024
Q4
$476K Buy
6,627
+298
+5% +$21.4K 0.19% 85
2024
Q3
$471K Buy
6,329
+205
+3% +$15.3K 0.18% 91
2024
Q2
$425K Buy
6,124
+238
+4% +$16.5K 0.18% 82
2024
Q1
$371K Buy
5,886
+619
+12% +$39.1K 0.15% 95
2023
Q4
$322K Buy
5,267
+1,142
+28% +$69.8K 0.16% 106
2023
Q3
$242K Buy
4,125
+2,057
+99% +$121K 0.11% 130
2023
Q2
$136K Buy
2,068
+251
+14% +$16.6K 0.07% 147
2023
Q1
$109K Buy
+1,817
New +$109K 0.06% 180