Cascade Financial 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
$863K Buy
12,785
+3,529
+38% +$238K 0.1% 121
2025
Q1
$663K Buy
9,256
+6,358
+219% +$455K 0.08% 136
2024
Q4
$208K Buy
+2,898
New +$208K 0.03% 240