Convergence Investment Partners’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,727	Closed	-$770K	–	268
2024 Q4	$770K	Buy	10,727 +1,448	+16%	+$106K	0.17%	169
2024 Q3	$691K	Sell	9,279 -362	-4%	-$26.1K	0.19%	156
2024 Q2	$669K	Buy	+9,641	New	+$627K	0.2%	163
2023 Q4	–	Sell	-18,366	Closed	-$1.08M	–	200
2023 Q3	$1.08M	Sell	18,366 -427	-2%	-$27.6K	0.64%	58
2023 Q2	$1.24M	Buy	18,793 +533	+3%	+$33.3K	0.71%	52
2023 Q1	$1.1M	Sell	18,260 -296	-2%	-$18.2K	0.64%	59
2022 Q4	$1.09M	Buy	+18,556	New	+$1.16M	0.65%	55
2021 Q1	–	Sell	-16,282	Closed	-$965K	–	257
2020 Q4	$965K	Sell	16,282 -1,651	-9%	-$93.3K	0.49%	77
2020 Q3	$920K	Sell	17,933 -12,703	-41%	-$703K	0.32%	115
2020 Q2	$1.8M	Buy	+30,636	New	+$1.9M	0.62%	52
2018 Q2	–	Sell	-421	Closed	-$26K	–	503
2018 Q1	$26K	Buy	+421	New	+$25K	﹤0.01%	540
2014 Q4	–	Sell	-16,160	Closed	-$995K	–	382
2014 Q3	$995K	Buy	+16,160	New	+$1.04M	0.14%	232