First Foundation Advisors’s Equity Residential EQR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,448
Closed -$203K 401
2022
Q4
$203K Sell
3,448
-712
-17% -$44.6K 0.01% 368
2022
Q3
$280K Buy
4,160
+123
+3% +$9.1K 0.01% 301
2022
Q2
$292K Sell
4,037
-900
-18% -$71.4K 0.01% 316
2022
Q1
$444K Sell
4,937
-233
-5% -$20.6K 0.02% 275
2021
Q4
$468K Sell
5,170
-300
-5% -$25.8K 0.02% 276
2021
Q3
$443K Sell
5,470
-78
-1% -$6.44K 0.02% 291
2021
Q2
$427K Buy
5,548
+73
+1% +$5.52K 0.02% 308
2021
Q1
$392K Sell
5,475
-1,096
-17% -$72.6K 0.02% 304
2020
Q4
$390K Sell
6,571
-1,238
-16% -$69.9K 0.02% 292
2020
Q3
$401K Buy
+7,809
New +$432K 0.02% 256

Other funds holding EQR