Envestnet Asset Management’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
$9.67M Buy
143,307
+24,984
+21% +$1.69M ﹤0.01% 1760
2025
Q1
$8.47M Sell
118,323
-85,289
-42% -$6.1M ﹤0.01% 1779
2024
Q4
$14.6M Buy
203,612
+33,057
+19% +$2.37M ﹤0.01% 1386
2024
Q3
$12.7M Sell
170,555
-38,264
-18% -$2.85M ﹤0.01% 1469
2024
Q2
$14.5M Buy
208,819
+22,693
+12% +$1.57M 0.01% 1320
2024
Q1
$11.7M Sell
186,126
-1,828
-1% -$115K ﹤0.01% 1427
2023
Q4
$11.5M Sell
187,954
-46,068
-20% -$2.82M ﹤0.01% 1348
2023
Q3
$13.7M Buy
234,022
+65,982
+39% +$3.87M 0.01% 1186
2023
Q2
$11.1M Buy
168,040
+2,640
+2% +$174K ﹤0.01% 1242
2023
Q1
$9.92M Sell
165,400
-3,804
-2% -$228K ﹤0.01% 1247
2022
Q4
$9.98M Sell
169,204
-7,078
-4% -$418K 0.01% 1190
2022
Q3
$11.9M Buy
176,282
+63,346
+56% +$4.26M 0.01% 1055
2022
Q2
$8.16M Buy
112,936
+3,959
+4% +$286K ﹤0.01% 1260
2022
Q1
$9.8M Sell
108,977
-12,055
-10% -$1.08M ﹤0.01% 1212
2021
Q4
$11M Buy
121,032
+15,311
+14% +$1.39M 0.01% 1139
2021
Q3
$8.56M Buy
105,721
+5,545
+6% +$449K ﹤0.01% 1227
2021
Q2
$7.71M Sell
100,176
-10,869
-10% -$837K ﹤0.01% 1278
2021
Q1
$7.95M Buy
111,045
+6,424
+6% +$460K 0.01% 1177
2020
Q4
$6.2M Sell
104,621
-10,133
-9% -$601K ﹤0.01% 1164
2020
Q3
$5.89M Buy
114,754
+10,119
+10% +$519K 0.01% 1076
2020
Q2
$6.16M Buy
104,635
+19,067
+22% +$1.12M 0.01% 1020
2020
Q1
$5.28M Sell
85,568
-29,258
-25% -$1.81M 0.01% 975
2019
Q4
$9.29M Sell
114,826
-6,048
-5% -$489K 0.01% 830
2019
Q3
$10.4M Buy
120,874
+12,196
+11% +$1.05M 0.01% 727
2019
Q2
$8.25M Buy
108,678
+8,003
+8% +$608K 0.01% 812
2019
Q1
$7.58M Sell
100,675
-9,760
-9% -$735K 0.01% 810
2018
Q4
$7.29M Buy
110,435
+100,099
+968% +$6.61M 0.01% 728
2018
Q3
$685K Sell
10,336
-1,119
-10% -$74.2K ﹤0.01% 850
2018
Q2
$729K Buy
11,455
+9,345
+443% +$595K ﹤0.01% 1175
2018
Q1
$130K Sell
2,110
-22,075
-91% -$1.36M ﹤0.01% 1815
2017
Q4
$1.54M Sell
24,185
-404
-2% -$25.8K ﹤0.01% 1044
2017
Q3
$1.62M Sell
24,589
-2,745
-10% -$181K ﹤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% +$122K 0.01% 1007
2016
Q4
$1.64M Sell
25,518
-2,544
-9% -$163K 0.01% 1005
2016
Q3
$1.81M Sell
28,062
-9,901
-26% -$637K 0.01% 1002
2016
Q2
$2.62M Sell
37,963
-12,711
-25% -$876K 0.01% 894
2016
Q1
$3.8M Sell
50,674
-7,559
-13% -$567K 0.02% 694
2015
Q4
$4.75M Buy
58,233
+3,586
+7% +$293K 0.02% 594
2015
Q3
$4.11M Sell
54,647
-8,014
-13% -$602K 0.02% 634
2015
Q2
$4.4M Sell
62,661
-437
-0.7% -$30.7K 0.02% 653
2015
Q1
$4.91M Buy
63,098
+54,224
+611% +$4.22M 0.03% 569
2014
Q4
$638K Buy
8,874
+1,790
+25% +$129K 0.01% 652
2014
Q3
$436K Buy
7,084
+2,830
+67% +$174K ﹤0.01% 823
2014
Q2
$268K Buy
4,254
+2,729
+179% +$172K ﹤0.01% 922
2014
Q1
$88K Sell
1,525
-5
-0.3% -$289 ﹤0.01% 1182
2013
Q4
$79K Buy
1,530
+176
+13% +$9.09K ﹤0.01% 1094
2013
Q3
$73K Buy
1,354
+130
+11% +$7.01K ﹤0.01% 1089
2013
Q2
$71K Buy
+1,224
New +$71K ﹤0.01% 1086