CIAS
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CBIZ Investment Advisory Services’s Equity Residential EQR Stock Holding History

CBIZ Investment Advisory Services’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$630 – 524
2025
Q4 		$630 Buy
+10
New +$613 ﹤0.01% 730
2025
Q3 		– Sell
-8
Closed -$540 – 706
2025
Q2 		$540 Sell
8
-30
-79% -$2.06K ﹤0.01% 635
2025
Q1 		$2.75K Buy
+38
New +$2.68K ﹤0.01% 445
2020
Q2 		– Hold
0
– -$17K – 151
2020
Q1 		– Hold
0
– – – 112

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