Klingman & Associates’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 | $285K | Buy |
4,228
+44
| +1% | +$2.97K | 0.02% | 252 |
|
|
2025
Q1 | $299K | Sell |
4,184
-72
| -2% | -$5.15K | 0.02% | 222 |
|
|
2024
Q4 | $305K | Buy |
4,256
+88
| +2% | +$6.32K | 0.02% | 205 |
|
|
2024
Q3 | $310K | Hold |
4,168
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $289K | Sell |
4,168
-911
| -18% | -$63.2K | 0.02% | 197 |
|
|
2024
Q1 | $321K | Hold |
5,079
| – | – | 0.02% | 187 |
|
|
2023
Q4 | $311K | Sell |
5,079
-150
| -3% | -$9.17K | 0.02% | 181 |
|
|
2023
Q3 | $307K | Buy |
5,229
+110
| +2% | +$6.46K | 0.02% | 175 |
|
|
2023
Q2 | $338K | Hold |
5,119
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $307K | Sell |
5,119
-446
| -8% | -$26.8K | 0.03% | 154 |
|
|
2022
Q4 | $328K | Buy |
5,565
+413
| +8% | +$24.4K | 0.03% | 148 |
|
|
2022
Q3 | $346K | Buy |
5,152
+54
| +1% | +$3.63K | 0.03% | 136 |
|
|
2022
Q2 | $368K | Sell |
5,098
-8
| -0.2% | -$577 | 0.04% | 134 |
|
|
2022
Q1 | $459K | Buy |
5,106
+6
| +0.1% | +$539 | 0.04% | 126 |
|
|
2021
Q4 | $462K | Buy |
5,100
+21
| +0.4% | +$1.9K | 0.04% | 113 |
|
|
2021
Q3 | $411K | Hold |
5,079
| – | – | 0.04% | 113 |
|
|
2021
Q2 | $391K | Hold |
5,079
| – | – | 0.04% | 112 |
|
|
2021
Q1 | $364K | Hold |
5,079
| – | – | 0.04% | 116 |
|
|
2020
Q4 | $301K | Sell |
5,079
-26
| -0.5% | -$1.54K | 0.03% | 121 |
|
|
2020
Q3 | $262K | Buy |
+5,105
| New | +$262K | 0.04% | 120 |
|
|
2016
Q4 | – | Sell |
-460
| Closed | -$30K | – | 170 |
|
|
2016
Q3 | $30K | Hold |
460
| – | – | 0.01% | 226 |
|
|
2016
Q2 | $32K | Buy |
+460
| New | +$32K | 0.01% | 223 |
|