Creative Planning’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 | $1.24M | Sell |
18,347
-3,327
| -15% | -$225K | ﹤0.01% | 1676 |
|
|
2025
Q1 | $1.55M | Sell |
21,674
-1,023
| -5% | -$73.2K | ﹤0.01% | 1372 |
|
|
2024
Q4 | $1.63M | Buy |
22,697
+4,740
| +26% | +$340K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $1.34M | Buy |
17,957
+1,310
| +8% | +$97.5K | ﹤0.01% | 1308 |
|
|
2024
Q2 | $1.15M | Buy |
16,647
+1,174
| +8% | +$81.4K | ﹤0.01% | 1296 |
|
|
2024
Q1 | $977K | Buy |
15,473
+5,250
| +51% | +$331K | ﹤0.01% | 1349 |
|
|
2023
Q4 | $625K | Sell |
10,223
-6,488
| -39% | -$397K | ﹤0.01% | 1537 |
|
|
2023
Q3 | $981K | Sell |
16,711
-5,928
| -26% | -$348K | ﹤0.01% | 1165 |
|
|
2023
Q2 | $1.49M | Buy |
22,639
+6,061
| +37% | +$400K | ﹤0.01% | 937 |
|
|
2023
Q1 | $995K | Sell |
16,578
-400
| -2% | -$24K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $1M | Sell |
16,978
-622
| -4% | -$36.7K | ﹤0.01% | 1031 |
|
|
2022
Q3 | $1.18M | Buy |
17,600
+2,259
| +15% | +$152K | ﹤0.01% | 894 |
|
|
2022
Q2 | $1.11M | Buy |
15,341
+2,250
| +17% | +$163K | ﹤0.01% | 928 |
|
|
2022
Q1 | $1.18M | Buy |
13,091
+1,197
| +10% | +$108K | ﹤0.01% | 913 |
|
|
2021
Q4 | $1.08M | Buy |
11,894
+2,772
| +30% | +$251K | ﹤0.01% | 925 |
|
|
2021
Q3 | $738K | Buy |
9,122
+2,436
| +36% | +$197K | ﹤0.01% | 1095 |
|
|
2021
Q2 | $515K | Sell |
6,686
-6,757
| -50% | -$520K | ﹤0.01% | 1262 |
|
|
2021
Q1 | $963K | Buy |
13,443
+2,134
| +19% | +$153K | ﹤0.01% | 1035 |
|
|
2020
Q4 | $670K | Buy |
11,309
+1,300
| +13% | +$77K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $514K | Buy |
10,009
+2,931
| +41% | +$151K | ﹤0.01% | 1105 |
|
|
2020
Q2 | $416K | Sell |
7,078
-1,408
| -17% | -$82.8K | ﹤0.01% | 1112 |
|
|
2020
Q1 | $524K | Buy |
8,486
+2,324
| +38% | +$144K | ﹤0.01% | 908 |
|
|
2019
Q4 | $499K | Buy |
6,162
+104
| +2% | +$8.42K | ﹤0.01% | 1103 |
|
|
2019
Q3 | $523K | Buy |
6,058
+89
| +1% | +$7.68K | ﹤0.01% | 1029 |
|
|
2019
Q2 | $453K | Sell |
5,969
-571
| -9% | -$43.3K | ﹤0.01% | 1132 |
|
|
2019
Q1 | $493K | Buy |
6,540
+179
| +3% | +$13.5K | ﹤0.01% | 1027 |
|
|
2018
Q4 | $420K | Buy |
6,361
+693
| +12% | +$45.8K | ﹤0.01% | 1043 |
|
|
2018
Q3 | $376K | Sell |
5,668
-23
| -0.4% | -$1.53K | ﹤0.01% | 1250 |
|
|
2018
Q2 | $362K | Sell |
5,691
-78
| -1% | -$4.96K | ﹤0.01% | 1246 |
|
|
2018
Q1 | $356K | Buy |
5,769
+196
| +4% | +$12.1K | ﹤0.01% | 1246 |
|
|
2017
Q4 | $355K | Sell |
5,573
-249
| -4% | -$15.9K | ﹤0.01% | 1257 |
|
|
2017
Q3 | $384K | Buy |
5,822
+472
| +9% | +$31.1K | ﹤0.01% | 1169 |
|
|
2017
Q2 | $352K | Sell |
5,350
-208
| -4% | -$13.7K | ﹤0.01% | 1182 |
|
|
2017
Q1 | $346K | Sell |
5,558
-224
| -4% | -$13.9K | ﹤0.01% | 1172 |
|
|
2016
Q4 | $372K | Buy |
5,782
+2,098
| +57% | +$135K | ﹤0.01% | 1072 |
|
|
2016
Q3 | $237K | Buy |
3,684
+1,325
| +56% | +$85.2K | ﹤0.01% | 1303 |
|
|
2016
Q2 | $163K | Sell |
2,359
-30
| -1% | -$2.07K | ﹤0.01% | 1352 |
|
|
2016
Q1 | $179K | Sell |
2,389
-363
| -13% | -$27.2K | ﹤0.01% | 1266 |
|
|
2015
Q4 | $225K | Sell |
2,752
-692
| -20% | -$56.6K | ﹤0.01% | 1126 |
|
|
2015
Q3 | $259K | Buy |
+3,444
| New | +$259K | ﹤0.01% | 1036 |
|
|
2015
Q2 | – | Sell |
-5,186
| Closed | -$404K | – | 1598 |
|
|
2015
Q1 | $404K | Buy |
5,186
+207
| +4% | +$16.1K | ﹤0.01% | 830 |
|
|
2014
Q4 | $358K | Buy |
4,979
+2,075
| +71% | +$149K | ﹤0.01% | 847 |
|
|
2014
Q3 | $179K | Buy |
2,904
+1,880
| +184% | +$116K | ﹤0.01% | 1117 |
|
|
2014
Q2 | $65K | Buy |
1,024
+444
| +77% | +$28.2K | ﹤0.01% | 1682 |
|
|
2014
Q1 | $34K | Sell |
580
-918
| -61% | -$53.8K | ﹤0.01% | 2032 |
|
|
2013
Q4 | $78K | Buy |
1,498
+270
| +22% | +$14.1K | ﹤0.01% | 1335 |
|
|
2013
Q3 | $66K | Buy |
1,228
+629
| +105% | +$33.8K | ﹤0.01% | 1356 |
|
|
2013
Q2 | $35K | Buy |
+599
| New | +$35K | ﹤0.01% | 1580 |
|