Convergence Investment 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
Q1 | – | Sell |
-10,727
| Closed | -$770K | – | 268 |
|
|
2024
Q4 | $770K | Buy |
10,727
+1,448
| +16% | +$104K | 0.17% | 169 |
|
|
2024
Q3 | $691K | Sell |
9,279
-362
| -4% | -$27K | 0.19% | 156 |
|
|
2024
Q2 | $669K | Buy |
+9,641
| New | +$669K | 0.2% | 163 |
|
|
2023
Q4 | – | Sell |
-18,366
| Closed | -$1.08M | – | 200 |
|
|
2023
Q3 | $1.08M | Sell |
18,366
-427
| -2% | -$25.1K | 0.64% | 58 |
|
|
2023
Q2 | $1.24M | Buy |
18,793
+533
| +3% | +$35.2K | 0.71% | 52 |
|
|
2023
Q1 | $1.1M | Sell |
18,260
-296
| -2% | -$17.8K | 0.64% | 59 |
|
|
2022
Q4 | $1.09M | Buy |
+18,556
| New | +$1.09M | 0.65% | 55 |
|
|
2021
Q1 | – | Sell |
-16,282
| Closed | -$965K | – | 257 |
|
|
2020
Q4 | $965K | Sell |
16,282
-1,651
| -9% | -$97.9K | 0.49% | 77 |
|
|
2020
Q3 | $920K | Sell |
17,933
-12,703
| -41% | -$652K | 0.32% | 115 |
|
|
2020
Q2 | $1.8M | Buy |
+30,636
| New | +$1.8M | 0.62% | 52 |
|
|
2018
Q2 | – | Sell |
-421
| Closed | -$26K | – | 503 |
|
|
2018
Q1 | $26K | Buy |
+421
| New | +$26K | ﹤0.01% | 540 |
|
|
2014
Q4 | – | Sell |
-16,160
| Closed | -$995K | – | 382 |
|
|
2014
Q3 | $995K | Buy |
+16,160
| New | +$995K | 0.14% | 232 |
|