Cerity 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 | $1.39M | Buy |
20,646
+13,018
| +171% | +$879K | ﹤0.01% | 1369 |
|
|
2025
Q1 | $546K | Sell |
7,628
-405
| -5% | -$29K | ﹤0.01% | 1706 |
|
|
2024
Q4 | $591K | Sell |
8,033
-917
| -10% | -$67.5K | ﹤0.01% | 1670 |
|
|
2024
Q3 | $667K | Buy |
8,950
+3,975
| +80% | +$296K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $345K | Sell |
4,975
-1,319
| -21% | -$91.5K | ﹤0.01% | 1742 |
|
|
2024
Q1 | $397K | Buy |
+6,294
| New | +$397K | ﹤0.01% | 1718 |
|
|
2022
Q4 | – | Sell |
-12,607
| Closed | -$848K | – | 1499 |
|
|
2022
Q3 | $848K | Buy |
12,607
+312
| +3% | +$21K | 0.01% | 549 |
|
|
2022
Q2 | $888K | Buy |
12,295
+7,892
| +179% | +$570K | 0.01% | 580 |
|
|
2022
Q1 | $396K | Buy |
+4,403
| New | +$396K | 0.01% | 646 |
|