Carson Wealth (CWM LLC)’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 | $545K | Sell |
9,211
-4,500
| -33% | -$278K | ﹤0.01% | 1949 |
|
|
2025
Q4 | $864K | Sell |
13,711
-4,950
| -27% | -$304K | ﹤0.01% | 1584 |
|
|
2025
Q3 | $1.21M | Buy |
18,661
+12,970
| +228% | +$848K | ﹤0.01% | 1304 |
|
|
2025
Q2 | $384K | Buy |
5,691
+2,090
| +58% | +$144K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $258K | Buy |
3,601
+470
| +15% | +$33.2K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $225K | Buy |
3,131
+378
| +14% | +$27.8K | ﹤0.01% | 1752 |
|
|
2024
Q3 | $205K | Buy |
2,753
+57
| +2% | +$4.12K | ﹤0.01% | 1742 |
|
|
2024
Q2 | $187K | Buy |
2,696
+36
| +1% | +$2.34K | ﹤0.01% | 1625 |
|
|
2024
Q1 | $168K | Buy |
2,660
+114
| +4% | +$6.94K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $156K | Sell |
2,546
-1,020
| -29% | -$59K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $209K | Buy |
3,566
+452
| +15% | +$29.2K | ﹤0.01% | 1296 |
|
|
2023
Q2 | $205K | Buy |
3,114
+174
| +6% | +$10.9K | ﹤0.01% | 1243 |
|
|
2023
Q1 | $176K | Buy |
2,940
+1,157
| +65% | +$71K | ﹤0.01% | 1243 |
|
|
2022
Q4 | $105K | Sell |
1,783
-734
| -29% | -$45.9K | ﹤0.01% | 1357 |
|
|
2022
Q3 | $169K | Buy |
2,517
+1,322
| +111% | +$97.8K | ﹤0.01% | 1121 |
|
|
2022
Q2 | $86K | Sell |
1,195
-519
| -30% | -$41.2K | ﹤0.01% | 1377 |
|
|
2022
Q1 | $154K | Buy |
1,714
+1,086
| +173% | +$95.9K | ﹤0.01% | 1154 |
|
|
2021
Q4 | $57K | Buy |
+628
| New | +$54K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2516 |
|
|
2021
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 2516 |
|
|
2020
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2516 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2516 |
|
|
2020
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2515 |
|
|
2020
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 2514 |
|
|
2019
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2513 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2513 |
|
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2513 |
|
|
2019
Q1 | $3K | Sell |
34
-3,159
| -99% | -$228K | ﹤0.01% | 2513 |
|
|
2018
Q4 | $211K | Buy |
3,193
+72
| +2% | +$4.83K | 0.01% | 588 |
|
|
2018
Q3 | $207K | Sell |
3,121
-16
| -0.5% | -$1.06K | 0.01% | 510 |
|
|
2018
Q2 | $200K | Buy |
3,137
+16
| +0.5% | +$997 | 0.01% | 423 |
|
|
2018
Q1 | $192K | Sell |
3,121
-54
| -2% | -$3.21K | 0.01% | 366 |
|
|
2017
Q4 | $202K | Sell |
3,175
-69
| -2% | -$4.61K | 0.01% | 344 |
|
|
2017
Q3 | $214K | Buy |
3,244
+123
| +4% | +$8.23K | 0.01% | 319 |
|
|
2017
Q2 | $205K | Hold |
3,121
| – | – | 0.01% | 304 |
|
|
2017
Q1 | $194K | Sell |
3,121
-29
| -0.9% | -$1.81K | 0.01% | 293 |
|
|
2016
Q4 | $203K | Buy |
3,150
+3,029
| +2,503% | +$186K | 0.01% | 271 |
|
|
2016
Q3 | $8K | Buy |
121
+100
| +476% | +$6.67K | ﹤0.01% | 738 |
|
|
2016
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 742 |
|
|
2016
Q1 | $2K | Buy |
+21
| New | +$1.57K | ﹤0.01% | 678 |
|
Other funds holding EQR
AAMU
Carson Wealth (CWM LLC)'s EQR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Equity Residential (EQR) stake by 33% in Q1 2026, selling an estimated $278K and leaving 9,211 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.
Carson Wealth (CWM LLC) first reported a position in EQR in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.21M in Q3 2025. 705 funds tracked by Wall St. Rank hold EQR as of Q1 2026.
- Carson Wealth (CWM LLC) held 9,211 shares of Equity Residential worth $545K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4,500 Equity Residential shares in Q1 2026, an estimated $278K.
- Equity Residential made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1949 holding.
- Carson Wealth (CWM LLC) first reported a position in Equity Residential in Q1 2016 and has held it in 40 quarters since.
- Carson Wealth (CWM LLC)'s Equity Residential position peaked at $1.21M in Q3 2025.
- 705 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.