Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.5M | Sell |
109,857
-5,402
| -5% | -$333K | ﹤0.01% | 2129 |
|
|
2025
Q4 | $7.27M | Sell |
115,259
-17,336
| -13% | -$1.06M | ﹤0.01% | 1921 |
|
|
2025
Q3 | $8.58M | Sell |
132,595
-10,712
| -7% | -$700K | ﹤0.01% | 1861 |
|
|
2025
Q2 | $9.67M | Buy |
143,307
+24,984
| +21% | +$1.72M | ﹤0.01% | 1760 |
|
|
2025
Q1 | $8.47M | Sell |
118,323
-85,289
| -42% | -$6.02M | ﹤0.01% | 1779 |
|
|
2024
Q4 | $14.6M | Buy |
203,612
+33,057
| +19% | +$2.43M | ﹤0.01% | 1386 |
|
|
2024
Q3 | $12.7M | Sell |
170,555
-38,264
| -18% | -$2.76M | ﹤0.01% | 1469 |
|
|
2024
Q2 | $14.5M | Buy |
208,819
+22,693
| +12% | +$1.48M | 0.01% | 1320 |
|
|
2024
Q1 | $11.7M | Sell |
186,126
-1,828
| -1% | -$111K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $11.5M | Sell |
187,954
-46,068
| -20% | -$2.67M | ﹤0.01% | 1348 |
|
|
2023
Q3 | $13.7M | Buy |
234,022
+65,982
| +39% | +$4.26M | 0.01% | 1186 |
|
|
2023
Q2 | $11.1M | Buy |
168,040
+2,640
| +2% | +$165K | ﹤0.01% | 1242 |
|
|
2023
Q1 | $9.92M | Sell |
165,400
-3,804
| -2% | -$234K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $9.98M | Sell |
169,204
-7,078
| -4% | -$443K | 0.01% | 1190 |
|
|
2022
Q3 | $11.8M | Buy |
176,282
+63,346
| +56% | +$4.68M | 0.01% | 1055 |
|
|
2022
Q2 | $8.16M | Buy |
112,936
+3,959
| +4% | +$314K | ﹤0.01% | 1260 |
|
|
2022
Q1 | $9.8M | Sell |
108,977
-12,055
| -10% | -$1.06M | ﹤0.01% | 1212 |
|
|
2021
Q4 | $11M | Buy |
121,032
+15,311
| +14% | +$1.32M | 0.01% | 1139 |
|
|
2021
Q3 | $8.55M | Buy |
105,721
+5,545
| +6% | +$458K | ﹤0.01% | 1227 |
|
|
2021
Q2 | $7.71M | Sell |
100,176
-10,869
| -10% | -$822K | ﹤0.01% | 1278 |
|
|
2021
Q1 | $7.95M | Buy |
111,045
+6,424
| +6% | +$425K | 0.01% | 1177 |
|
|
2020
Q4 | $6.2M | Sell |
104,621
-10,133
| -9% | -$573K | ﹤0.01% | 1164 |
|
|
2020
Q3 | $5.89M | Buy |
114,754
+10,119
| +10% | +$560K | 0.01% | 1076 |
|
|
2020
Q2 | $6.16M | Buy |
104,635
+19,067
| +22% | +$1.18M | 0.01% | 1020 |
|
|
2020
Q1 | $5.28M | Sell |
85,568
-29,258
| -25% | -$2.26M | 0.01% | 975 |
|
|
2019
Q4 | $9.29M | Sell |
114,826
-6,048
| -5% | -$515K | 0.01% | 830 |
|
|
2019
Q3 | $10.4M | Buy |
120,874
+12,196
| +11% | +$998K | 0.01% | 727 |
|
|
2019
Q2 | $8.25M | Buy |
108,678
+8,003
| +8% | +$611K | 0.01% | 812 |
|
|
2019
Q1 | $7.58M | Sell |
100,675
-9,760
| -9% | -$703K | 0.01% | 810 |
|
|
2018
Q4 | $7.29M | Buy |
110,435
+100,099
| +968% | +$6.72M | 0.01% | 728 |
|
|
2018
Q3 | $685K | Sell |
10,336
-1,119
| -10% | -$74K | ﹤0.01% | 850 |
|
|
2018
Q2 | $729K | Buy |
11,455
+9,345
| +443% | +$582K | ﹤0.01% | 1175 |
|
|
2018
Q1 | $130K | Sell |
2,110
-22,075
| -91% | -$1.31M | ﹤0.01% | 1815 |
|
|
2017
Q4 | $1.54M | Sell |
24,185
-404
| -2% | -$27K | ﹤0.01% | 1044 |
|
|
2017
Q3 | $1.62M | Sell |
24,589
-2,745
| -10% | -$184K | ﹤0.01% | 992 |
|
|
2017
Q2 | $1.8M | Sell |
27,334
-154
| -0.6% | -$10.1K | 0.01% | 970 |
|
|
2017
Q1 | $1.71M | Buy |
27,488
+1,970
| +8% | +$123K | 0.01% | 1007 |
|
|
2016
Q4 | $1.64M | Sell |
25,518
-2,544
| -9% | -$156K | 0.01% | 1005 |
|
|
2016
Q3 | $1.8M | Sell |
28,062
-9,901
| -26% | -$660K | 0.01% | 1002 |
|
|
2016
Q2 | $2.62M | Sell |
37,963
-12,711
| -25% | -$875K | 0.01% | 894 |
|
|
2016
Q1 | $3.8M | Sell |
50,674
-7,559
| -13% | -$565K | 0.02% | 694 |
|
|
2015
Q4 | $4.75M | Buy |
58,233
+3,586
| +7% | +$283K | 0.02% | 594 |
|
|
2015
Q3 | $4.11M | Sell |
54,647
-8,014
| -13% | -$589K | 0.02% | 634 |
|
|
2015
Q2 | $4.4M | Sell |
62,661
-437
| -0.7% | -$32.4K | 0.02% | 653 |
|
|
2015
Q1 | $4.91M | Buy |
63,098
+54,224
| +611% | +$4.23M | 0.03% | 569 |
|
|
2014
Q4 | $638K | Buy |
8,874
+1,790
| +25% | +$124K | 0.01% | 652 |
|
|
2014
Q3 | $436K | Buy |
7,084
+2,830
| +67% | +$183K | ﹤0.01% | 823 |
|
|
2014
Q2 | $268K | Buy |
4,254
+2,729
| +179% | +$166K | ﹤0.01% | 922 |
|
|
2014
Q1 | $88K | Sell |
1,525
-5
| -0.3% | -$282 | ﹤0.01% | 1182 |
|
|
2013
Q4 | $79K | Buy |
1,530
+176
| +13% | +$9.27K | ﹤0.01% | 1094 |
|
|
2013
Q3 | $73K | Buy |
1,354
+130
| +11% | +$7.16K | ﹤0.01% | 1089 |
|
|
2013
Q2 | $71K | Buy |
+1,224
| New | +$70.3K | ﹤0.01% | 1086 |
|
Other funds holding EQR
VPM
VCM
AAMU
