Chai Trust Company’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 | $63.1M | Hold |
935,515
| – | – | 3.87% | 5 |
|
|
2025
Q1 | $67M | Sell |
935,515
-275,191
| -23% | -$19.7M | 4.16% | 4 |
|
|
2024
Q4 | $86.9M | Hold |
1,210,706
| – | – | 4.51% | 4 |
|
|
2024
Q3 | $90.1M | Hold |
1,210,706
| – | – | 4.27% | 4 |
|
|
2024
Q2 | $84M | Hold |
1,210,706
| – | – | 12.93% | 3 |
|
|
2024
Q1 | $76.4M | Sell |
1,210,706
-64,000
| -5% | -$4.04M | 8.28% | 3 |
|
|
2023
Q4 | $78M | Sell |
1,274,706
-4,085,525
| -76% | -$250M | 6.54% | 4 |
|
|
2023
Q3 | $315M | Sell |
5,360,231
-42,557
| -0.8% | -$2.5M | 23.49% | 2 |
|
|
2023
Q2 | $356M | Buy |
5,402,788
+4,192,082
| +346% | +$277M | 24.07% | 2 |
|
|
2023
Q1 | $72.6M | Hold |
1,210,706
| – | – | 9.56% | 4 |
|
|
2022
Q4 | $71.4M | Hold |
1,210,706
| – | – | 9.76% | 4 |
|
|
2022
Q3 | $81.4M | Hold |
1,210,706
| – | – | 12.11% | 2 |
|
|
2022
Q2 | $87.4M | Hold |
1,210,706
| – | – | 11.73% | 3 |
|
|
2022
Q1 | $109M | Hold |
1,210,706
| – | – | 12.14% | 3 |
|
|
2021
Q4 | $110M | Hold |
1,210,706
| – | – | 11.28% | 3 |
|
|
2021
Q3 | $98M | Hold |
1,210,706
| – | – | 8.3% | 4 |
|
|
2021
Q2 | $93.2M | Hold |
1,210,706
| – | – | 8.17% | 4 |
|
|
2021
Q1 | $86.7M | Hold |
1,210,706
| – | – | 8.86% | 4 |
|
|
2020
Q4 | $71.8M | Hold |
1,210,706
| – | – | 7.76% | 4 |
|
|
2020
Q3 | $62.1M | Hold |
1,210,706
| – | – | 8.7% | 5 |
|
|
2020
Q2 | $71.2M | Hold |
1,210,706
| – | – | 9.1% | 5 |
|
|
2020
Q1 | $74.7M | Hold |
1,210,706
| – | – | 9.5% | 6 |
|
|
2019
Q4 | $98M | Hold |
1,210,706
| – | – | 8.17% | 5 |
|
|
2019
Q3 | $104M | Hold |
1,210,706
| – | – | 8.78% | 5 |
|
|
2019
Q2 | $91.9M | Hold |
1,210,706
| – | – | 8.28% | 4 |
|
|
2019
Q1 | $91.2M | Hold |
1,210,706
| – | – | 8.7% | 4 |
|
|
2018
Q4 | $79.9M | Hold |
1,210,706
| – | – | 8.98% | 6 |
|
|
2018
Q3 | $80.2M | Hold |
1,210,706
| – | – | 7.33% | 7 |
|
|
2018
Q2 | $77.1M | Hold |
1,210,706
| – | – | 7.58% | 7 |
|
|
2018
Q1 | $74.6M | Hold |
1,210,706
| – | – | 7.38% | 7 |
|
|
2017
Q4 | $77.2M | Hold |
1,210,706
| – | – | 7.03% | 7 |
|
|
2017
Q3 | $79.8M | Hold |
1,210,706
| – | – | 7.09% | 6 |
|
|
2017
Q2 | $79.7M | Hold |
1,210,706
| – | – | 8.38% | 7 |
|
|
2017
Q1 | $75.3M | Hold |
1,210,706
| – | – | 7.64% | 6 |
|
|
2016
Q4 | $77.9M | Buy |
+1,210,706
| New | +$77.9M | 8.4% | 5 |
|