Everence Capital Management’s Equity Residential EQR Stock Holding History

Everence Capital Management’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$458K	Hold	6,790	–	–	0.03%	404
2025 Q1	$486K	Hold	6,790	–	–	0.03%	380
2024 Q4	$487K	Sell	6,790 -710	-9%	-$50.9K	0.03%	368
2024 Q3	$558K	Hold	7,500	–	–	0.04%	392
2024 Q2	$483	Hold	7,500	–	–	0.03%	401
2024 Q1	$473	Hold	7,500	–	–	0.03%	418
2023 Q4	$459K	Hold	7,500	–	–	0.03%	425
2023 Q3	$440	Hold	7,500	–	–	0.03%	428
2023 Q2	$456K	Hold	7,500	–	–	0.04%	373
2023 Q1	$450	Sell	7,500 -9,870	-57%	-$592	0.04%	396
2022 Q4	$1.03K	Hold	17,370	–	–	0.09%	195
2022 Q3	$1.17M	Hold	17,370	–	–	0.11%	165
2022 Q2	$1.25M	Hold	17,370	–	–	0.11%	154
2022 Q1	$1.56M	Hold	17,370	–	–	0.12%	144
2021 Q4	$1.57M	Hold	17,370	–	–	0.12%	156
2021 Q3	$1.41M	Hold	17,370	–	–	0.12%	148
2021 Q2	$1.34M	Hold	17,370	–	–	0.11%	162
2021 Q1	$1.24M	Hold	17,370	–	–	0.11%	155
2020 Q4	$1.03M	Buy	17,370 +6,970	+67%	+$413K	0.1%	164
2020 Q3	$534K	Hold	10,400	–	–	0.06%	273
2020 Q2	$630K	Hold	10,400	–	–	0.07%	224
2020 Q1	$642K	Hold	10,400	–	–	0.09%	188
2019 Q4	$842K	Buy	10,400 +4,920	+90%	+$398K	0.13%	169
2019 Q3	$473K	Hold	5,480	–	–	0.08%	281
2019 Q2	$416K	Buy	5,480 +2,770	+102%	+$210K	0.07%	317
2019 Q1	$204K	Sell	2,710 -2,520	-48%	-$190K	0.04%	542
2018 Q4	$345K	Hold	5,230	–	–	0.08%	260
2018 Q3	$347K	Hold	5,230	–	–	0.07%	292
2018 Q2	$333K	Hold	5,230	–	–	0.07%	290
2018 Q1	$322K	Hold	5,230	–	–	0.07%	286
2017 Q4	$334K	Hold	5,230	–	–	0.07%	276
2017 Q3	$345K	Buy	+5,230	New	+$345K	0.08%	270
2016 Q4	–	Sell	-9,459	Closed	-$608K	–	323
2016 Q3	$608K	Hold	9,459	–	–	0.18%	158
2016 Q2	$652K	Hold	9,459	–	–	0.2%	142
2016 Q1	$710K	Hold	9,459	–	–	0.22%	136
2015 Q4	$772K	Hold	9,459	–	–	0.25%	123
2015 Q3	$711K	Hold	9,459	–	–	0.25%	122
2015 Q2	$664K	Hold	9,459	–	–	0.21%	145
2015 Q1	$729K	Hold	9,459	–	–	0.24%	128
2014 Q4	$680K	Buy	9,459 +5,768	+156%	+$415K	0.23%	132
2014 Q3	$245K	Hold	3,691	–	–	0.09%	240
2014 Q2	$233K	Hold	3,691	–	–	0.09%	244
2014 Q1	$214K	Buy	+3,691	New	+$214K	0.08%	252