IHT Wealth 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
2025 Q4	–	Sell	-4,009	Closed	-$260K	–	1208
2025 Q3	$260K	Buy	+4,009	New	+$262K	0.01%	999
2025 Q2	–	Sell	-3,021	Closed	-$216K	–	1167
2025 Q1	$216K	Buy	+3,021	New	+$213K	0.01%	996
2024 Q4	–	Sell	-6,973	Closed	-$518K	–	1114
2024 Q3	$518K	Buy	6,973 +2,144	+44%	+$155K	0.01%	712
2024 Q2	$335K	Sell	4,829 -617	-11%	-$40.2K	0.01%	761
2024 Q1	$344K	Buy	+5,446	New	+$331K	0.01%	755
2018 Q2	–	Sell	-287	Closed	-$18K	–	698
2018 Q1	$18K	Hold	287	–	–	﹤0.01%	1013
2017 Q4	$18K	Hold	287	–	–	﹤0.01%	1016
2017 Q3	$19K	Sell	287 -1,182	-80%	-$79.1K	0.01%	790
2017 Q2	$5	Hold	1,469	–	–	﹤0.01%	1097
2017 Q1	$93K	Sell	1,469 -103	-7%	-$6.44K	0.06%	289
2016 Q4	$100K	Buy	+1,572	New	+$96.6K	0.08%	266