LPL Financial’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 | $3.98M | Buy |
67,203
+314
| +0.5% | +$19.4K | ﹤0.01% | 2847 |
|
|
2025
Q4 | $4.22M | Sell |
66,889
-3,695
| -5% | -$227K | ﹤0.01% | 2685 |
|
|
2025
Q3 | $4.57M | Buy |
70,584
+7,080
| +11% | +$463K | ﹤0.01% | 2550 |
|
|
2025
Q2 | $4.29M | Buy |
63,504
+1,525
| +2% | +$105K | ﹤0.01% | 2442 |
|
|
2025
Q1 | $4.44M | Buy |
61,979
+1,080
| +2% | +$76.3K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $4.37M | Buy |
60,899
+3,392
| +6% | +$249K | ﹤0.01% | 2193 |
|
|
2024
Q3 | $4.28M | Buy |
57,507
+978
| +2% | +$70.6K | ﹤0.01% | 2118 |
|
|
2024
Q2 | $3.92M | Buy |
56,529
+2,751
| +5% | +$179K | ﹤0.01% | 2054 |
|
|
2024
Q1 | $3.39M | Sell |
53,778
-6,532
| -11% | -$398K | ﹤0.01% | 2088 |
|
|
2023
Q4 | $3.69M | Sell |
60,310
-1,613
| -3% | -$93.3K | ﹤0.01% | 1898 |
|
|
2023
Q3 | $3.64M | Sell |
61,923
-1,669
| -3% | -$108K | ﹤0.01% | 1801 |
|
|
2023
Q2 | $4.2M | Buy |
63,592
+2,859
| +5% | +$179K | ﹤0.01% | 1679 |
|
|
2023
Q1 | $3.64M | Buy |
60,733
+694
| +1% | +$42.6K | ﹤0.01% | 1708 |
|
|
2022
Q4 | $3.54M | Buy |
60,039
+1,906
| +3% | +$119K | ﹤0.01% | 1667 |
|
|
2022
Q3 | $3.91M | Buy |
58,133
+10,206
| +21% | +$755K | ﹤0.01% | 1548 |
|
|
2022
Q2 | $3.46M | Buy |
47,927
+2,480
| +5% | +$197K | ﹤0.01% | 1632 |
|
|
2022
Q1 | $4.09M | Buy |
45,447
+1,742
| +4% | +$154K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $3.96M | Sell |
43,705
-52
| -0.1% | -$4.47K | ﹤0.01% | 1611 |
|
|
2021
Q3 | $3.54M | Buy |
43,757
+2,350
| +6% | +$194K | ﹤0.01% | 1626 |
|
|
2021
Q2 | $3.19M | Buy |
41,407
+2,817
| +7% | +$213K | ﹤0.01% | 1647 |
|
|
2021
Q1 | $2.76M | Buy |
38,590
+6,699
| +21% | +$443K | ﹤0.01% | 1616 |
|
|
2020
Q4 | $1.89M | Buy |
31,891
+22,438
| +237% | +$1.27M | ﹤0.01% | 1708 |
|
|
2020
Q3 | $485K | Sell |
9,453
-23,579
| -71% | -$1.3M | ﹤0.01% | 2491 |
|
|
2020
Q2 | $1.94M | Buy |
33,032
+751
| +2% | +$46.5K | ﹤0.01% | 1362 |
|
|
2020
Q1 | $1.99M | Sell |
32,281
-3,810
| -11% | -$294K | ﹤0.01% | 1196 |
|
|
2019
Q4 | $2.92M | Sell |
36,091
-2,064
| -5% | -$176K | 0.01% | 1111 |
|
|
2019
Q3 | $3.29M | Buy |
38,155
+2,823
| +8% | +$231K | 0.01% | 973 |
|
|
2019
Q2 | $2.68M | Buy |
35,332
+6,334
| +22% | +$484K | 0.01% | 1086 |
|
|
2019
Q1 | $2.18M | Buy |
28,998
+3,203
| +12% | +$231K | 0.01% | 1149 |
|
|
2018
Q4 | $1.7M | Buy |
25,795
+7,039
| +38% | +$473K | ﹤0.01% | 1162 |
|
|
2018
Q3 | $1.24M | Buy |
18,756
+228
| +1% | +$15.1K | ﹤0.01% | 1522 |
|
|
2018
Q2 | $1.18M | Sell |
18,528
-34
| -0.2% | -$2.12K | ﹤0.01% | 1510 |
|
|
2018
Q1 | $1.14M | Buy |
18,562
+7,928
| +75% | +$471K | ﹤0.01% | 1508 |
|
|
2017
Q4 | $678K | Buy |
10,634
+293
| +3% | +$19.6K | ﹤0.01% | 1799 |
|
|
2017
Q3 | $682K | Buy |
10,341
+1,948
| +23% | +$130K | ﹤0.01% | 1704 |
|
|
2017
Q2 | $553K | Buy |
8,393
+1,455
| +21% | +$95.1K | ﹤0.01% | 1809 |
|
|
2017
Q1 | $431K | Buy |
+6,938
| New | +$434K | ﹤0.01% | 1927 |
|
|
2016
Q2 | – | Sell |
-13,922
| Closed | -$1.03M | – | 2721 |
|
|
2016
Q1 | $1.03M | Buy |
13,922
+3,524
| +34% | +$264K | ﹤0.01% | 1650 |
|
|
2015
Q4 | $848K | Buy |
10,398
+5,240
| +102% | +$413K | ﹤0.01% | 1805 |
|
|
2015
Q3 | $394K | Sell |
5,158
-363
| -7% | -$26.7K | ﹤0.01% | 1994 |
|
|
2015
Q2 | $402K | Sell |
5,521
-8,517
| -61% | -$632K | ﹤0.01% | 2077 |
|
|
2015
Q1 | $1.09M | Buy |
14,038
+199
| +1% | +$15.5K | 0.01% | 1293 |
|
|
2014
Q4 | $994K | Buy |
13,839
+7,782
| +128% | +$539K | 0.01% | 1309 |
|
|
2014
Q3 | $376K | Sell |
6,057
-304
| -5% | -$19.6K | ﹤0.01% | 2000 |
|
|
2014
Q2 | $401K | Sell |
6,361
-312
| -5% | -$18.9K | ﹤0.01% | 1973 |
|
|
2014
Q1 | $387K | Buy |
6,673
+1,893
| +40% | +$107K | ﹤0.01% | 1958 |
|
|
2013
Q4 | $248K | Sell |
4,780
-301
| -6% | -$15.9K | ﹤0.01% | 2270 |
|
|
2013
Q3 | $272K | Buy |
5,081
+65
| +1% | +$3.58K | ﹤0.01% | 2084 |
|
|
2013
Q2 | $291K | Buy |
+5,016
| New | +$288K | ﹤0.01% | 1924 |
|
Other funds holding EQR
VPM
VCM
AAMU
