Jones Financial Companies’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.3M | Buy |
514,863
+253,637
| +97% | +$15.6M | 0.01% | 479 |
|
|
2025
Q4 | $16.5M | Buy |
261,226
+22,260
| +9% | +$1.37M | 0.01% | 354 |
|
|
2025
Q3 | $15.4M | Buy |
238,966
+46,663
| +24% | +$3.05M | 0.01% | 336 |
|
|
2025
Q2 | $13M | Buy |
192,303
+49,781
| +35% | +$3.42M | 0.01% | 322 |
|
|
2025
Q1 | $10.2M | Buy |
142,522
+40,293
| +39% | +$2.85M | 0.01% | 313 |
|
|
2024
Q4 | $7.34M | Buy |
102,229
+37,032
| +57% | +$2.72M | 0.01% | 303 |
|
|
2024
Q3 | $4.82M | Buy |
65,197
+31,077
| +91% | +$2.24M | ﹤0.01% | 294 |
|
|
2024
Q2 | $2.37M | Buy |
34,120
+21,875
| +179% | +$1.42M | ﹤0.01% | 285 |
|
|
2024
Q1 | $773K | Buy |
12,245
+8,622
| +238% | +$525K | ﹤0.01% | 290 |
|
|
2023
Q4 | $222K | Buy |
3,623
+2,703
| +294% | +$156K | ﹤0.01% | 315 |
|
|
2023
Q3 | $54K | Hold |
920
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $60.7K | Hold |
920
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $55.2K | Hold |
920
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $54K | Sell |
920
-714
| -44% | -$44.7K | ﹤0.01% | 341 |
|
|
2022
Q3 | $110K | Buy |
1,634
+154
| +10% | +$11.4K | ﹤0.01% | 280 |
|
|
2022
Q2 | $107K | Buy |
1,480
+40
| +3% | +$3.17K | ﹤0.01% | 281 |
|
|
2022
Q1 | $129K | Buy |
1,440
+183
| +15% | +$16.2K | ﹤0.01% | 288 |
|
|
2021
Q4 | $114K | Sell |
1,257
-16
| -1% | -$1.38K | ﹤0.01% | 298 |
|
|
2021
Q3 | $103K | Sell |
1,273
-811
| -39% | -$67K | ﹤0.01% | 269 |
|
|
2021
Q2 | $160K | Sell |
2,084
-100
| -5% | -$7.56K | ﹤0.01% | 239 |
|
|
2021
Q1 | $156K | Sell |
2,184
-158
| -7% | -$10.5K | ﹤0.01% | 239 |
|
|
2020
Q4 | $139K | Buy |
+2,342
| New | +$132K | ﹤0.01% | 223 |
|
|
2020
Q3 | – | Sell |
-4,836
| Closed | -$284K | – | 200 |
|
|
2020
Q2 | $284K | Sell |
4,836
-17,024
| -78% | -$1.05M | ﹤0.01% | 174 |
|
|
2020
Q1 | $1.35M | Buy |
+21,860
| New | +$1.69M | ﹤0.01% | 136 |
|
|
2013
Q4 | – | Sell |
-268
| Closed | -$14K | – | 330 |
|
|
2013
Q3 | $14K | Hold |
268
| – | – | ﹤0.01% | 472 |
|
|
2013
Q2 | $16K | Buy |
+268
| New | +$15.4K | ﹤0.01% | 506 |
|
Other funds holding EQR
VPM
VCM
AAMU
