Delta Investment Management’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 Q3	–	Sell	-3,244	Closed	-$219K	–	280
2025 Q2	$219K	Buy	3,244 +12	+0.4%	+$825	0.04%	224
2025 Q1	$231K	Sell	3,232 -2,056	-39%	-$145K	0.05%	218
2024 Q4	$379K	Sell	5,288 -23	-0.4%	-$1.69K	0.07%	160
2024 Q3	$395K	Sell	5,311 -1,996	-27%	-$144K	0.08%	147
2024 Q2	$507K	Sell	7,307 -7,932	-52%	-$516K	0.11%	113
2024 Q1	$962K	Buy	15,239 +3	+0%	+$183	0.22%	72
2023 Q4	$932K	Buy	+15,236	New	+$882K	0.23%	61
2021 Q4	–	Sell	-2,536	Closed	-$205K	–	180
2021 Q3	$205K	Sell	2,536 -2,676	-51%	-$221K	0.06%	161
2021 Q2	$401K	Sell	5,212 -12	-0.2%	-$907	0.12%	117
2021 Q1	$374K	Sell	5,224 -9,059	-63%	-$600K	0.12%	112
2020 Q4	$846K	Buy	+14,283	New	+$807K	0.27%	79