Fiduciary Group’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 | $547K | Hold |
8,102
| – | – | 0.05% | 190 |
|
|
2025
Q1 | $580K | Sell |
8,102
-289
| -3% | -$20.7K | 0.06% | 180 |
|
|
2024
Q4 | $602K | Sell |
8,391
-56
| -0.7% | -$4.02K | 0.06% | 179 |
|
|
2024
Q3 | $629K | Hold |
8,447
| – | – | 0.06% | 177 |
|
|
2024
Q2 | $586K | Hold |
8,447
| – | – | 0.06% | 177 |
|
|
2024
Q1 | $533K | Hold |
8,447
| – | – | 0.06% | 183 |
|
|
2023
Q4 | $517K | Sell |
8,447
-413
| -5% | -$25.3K | 0.06% | 175 |
|
|
2023
Q3 | $520K | Hold |
8,860
| – | – | 0.07% | 159 |
|
|
2023
Q2 | $584K | Hold |
8,860
| – | – | 0.07% | 148 |
|
|
2023
Q1 | $532K | Hold |
8,860
| – | – | 0.07% | 152 |
|
|
2022
Q4 | $523K | Hold |
8,860
| – | – | 0.07% | 154 |
|
|
2022
Q3 | $567K | Hold |
8,860
| – | – | 0.07% | 147 |
|
|
2022
Q2 | $697K | Hold |
8,860
| – | – | 0.09% | 136 |
|
|
2022
Q1 | $654K | Hold |
8,860
| – | – | 0.09% | 131 |
|
|
2021
Q4 | $802K | Hold |
8,860
| – | – | 0.09% | 125 |
|
|
2021
Q3 | $762K | Sell |
8,860
-15
| -0.2% | -$1.29K | 0.09% | 128 |
|
|
2021
Q2 | $746K | Sell |
8,875
-75
| -0.8% | -$6.3K | 0.09% | 130 |
|
|
2021
Q1 | $664K | Sell |
8,950
-100
| -1% | -$7.42K | 0.08% | 137 |
|
|
2020
Q4 | $613K | Hold |
9,050
| – | – | 0.08% | 138 |
|
|
2020
Q3 | $465K | Hold |
9,050
| – | – | 0.07% | 142 |
|
|
2020
Q2 | $532K | Hold |
9,050
| – | – | 0.09% | 129 |
|
|
2020
Q1 | $558K | Hold |
9,050
| – | – | 0.11% | 114 |
|
|
2019
Q4 | $732K | Hold |
9,050
| – | – | 0.12% | 108 |
|
|
2019
Q3 | $781K | Hold |
9,050
| – | – | 0.14% | 98 |
|
|
2019
Q2 | $687K | Hold |
9,050
| – | – | 0.12% | 109 |
|
|
2019
Q1 | $682K | Hold |
9,050
| – | – | 0.13% | 108 |
|
|
2018
Q4 | $597K | Sell |
9,050
-735
| -8% | -$48.5K | 0.12% | 107 |
|
|
2018
Q3 | $648K | Hold |
9,785
| – | – | 0.13% | 106 |
|
|
2018
Q2 | $623K | Sell |
9,785
-200
| -2% | -$12.7K | 0.13% | 106 |
|
|
2018
Q1 | $615K | Sell |
9,985
-725
| -7% | -$44.7K | 0.13% | 107 |
|
|
2017
Q4 | $683K | Sell |
10,710
-300
| -3% | -$19.1K | 0.15% | 105 |
|
|
2017
Q3 | $726K | Sell |
11,010
-160
| -1% | -$10.6K | 0.16% | 104 |
|
|
2017
Q2 | $735K | Hold |
11,170
| – | – | 0.17% | 103 |
|
|
2017
Q1 | $695K | Hold |
11,170
| – | – | 0.16% | 107 |
|
|
2016
Q4 | $719K | Hold |
11,170
| – | – | 0.19% | 104 |
|
|
2016
Q3 | $719K | Sell |
11,170
-600
| -5% | -$38.6K | 0.19% | 103 |
|
|
2016
Q2 | $811K | Hold |
11,770
| – | – | 0.23% | 93 |
|
|
2016
Q1 | $883K | Sell |
11,770
-155
| -1% | -$11.6K | 0.26% | 90 |
|
|
2015
Q4 | $973K | Sell |
11,925
-1,700
| -12% | -$139K | 0.29% | 87 |
|
|
2015
Q3 | $1.02M | Hold |
13,625
| – | – | 0.34% | 88 |
|
|
2015
Q2 | $956K | Buy |
+13,625
| New | +$956K | 0.3% | 100 |
|