Mackenzie 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 | $5.93M | Buy |
100,193
+10,530
| +12% | +$650K | 0.01% | 626 |
|
|
2025
Q4 | $5.68M | Buy |
89,663
+17,465
| +24% | +$1.07M | 0.01% | 617 |
|
|
2025
Q3 | $4.67M | Buy |
72,198
+4,372
| +6% | +$286K | 0.01% | 646 |
|
|
2025
Q2 | $4.58M | Buy |
67,826
+4,082
| +6% | +$281K | 0.01% | 621 |
|
|
2025
Q1 | $4.56M | Buy |
63,744
+15,649
| +33% | +$1.11M | 0.01% | 605 |
|
|
2024
Q4 | $3.45M | Sell |
48,095
-178
| -0.4% | -$13.1K | ﹤0.01% | 643 |
|
|
2024
Q3 | $3.59M | Buy |
48,273
+562
| +1% | +$40.6K | 0.01% | 610 |
|
|
2024
Q2 | $3.31M | Sell |
47,711
-814
| -2% | -$53K | ﹤0.01% | 618 |
|
|
2024
Q1 | $3.06M | Sell |
48,525
-682
| -1% | -$41.5K | ﹤0.01% | 650 |
|
|
2023
Q4 | $3.01M | Sell |
49,207
-1,620
| -3% | -$93.7K | ﹤0.01% | 660 |
|
|
2023
Q3 | $2.91M | Buy |
50,827
+2,206
| +5% | +$143K | ﹤0.01% | 642 |
|
|
2023
Q2 | $3.23M | Sell |
48,621
-777
| -2% | -$48.6K | ﹤0.01% | 643 |
|
|
2023
Q1 | $2.96M | Buy |
49,398
+2,771
| +6% | +$170K | ﹤0.01% | 658 |
|
|
2022
Q4 | $2.75M | Sell |
46,627
-6,486
| -12% | -$406K | ﹤0.01% | 606 |
|
|
2022
Q3 | $3.57M | Buy |
53,113
+407
| +0.8% | +$30.1K | 0.01% | 579 |
|
|
2022
Q2 | $3.81M | Buy |
52,706
+7,179
| +16% | +$570K | 0.01% | 587 |
|
|
2022
Q1 | $4.09M | Sell |
45,527
-4,062
| -8% | -$359K | 0.01% | 615 |
|
|
2021
Q4 | $4.49M | Sell |
49,589
-747
| -1% | -$64.3K | 0.01% | 599 |
|
|
2021
Q3 | $4.07M | Buy |
50,336
+7,366
| +17% | +$608K | 0.01% | 614 |
|
|
2021
Q2 | $3.31M | Buy |
42,970
+5,356
| +14% | +$405K | ﹤0.01% | 637 |
|
|
2021
Q1 | $2.69M | Sell |
37,614
-18,114
| -33% | -$1.2M | ﹤0.01% | 634 |
|
|
2020
Q4 | $3.3M | Buy |
55,728
+14,654
| +36% | +$828K | 0.01% | 517 |
|
|
2020
Q3 | $2.11M | Buy |
41,074
+1,007
| +3% | +$55.7K | 0.01% | 547 |
|
|
2020
Q2 | $2.36M | Sell |
40,067
-8,834
| -18% | -$547K | 0.01% | 522 |
|
|
2020
Q1 | $3.02M | Sell |
48,901
-53,014
| -52% | -$4.1M | 0.01% | 419 |
|
|
2019
Q4 | $8.25M | Sell |
101,915
-72,005
| -41% | -$6.13M | 0.02% | 356 |
|
|
2019
Q3 | $15M | Buy |
173,920
+102,386
| +143% | +$8.37M | 0.04% | 278 |
|
|
2019
Q2 | $5.43M | Buy |
71,534
+5,021
| +8% | +$384K | 0.01% | 421 |
|
|
2019
Q1 | $5.01M | Buy |
66,513
+23,876
| +56% | +$1.72M | 0.01% | 520 |
|
|
2018
Q4 | $2.81M | Buy |
42,637
+9,404
| +28% | +$632K | 0.01% | 640 |
|
|
2018
Q3 | $2.2M | Buy |
33,233
+28,165
| +556% | +$1.86M | 0.01% | 637 |
|
|
2018
Q2 | $323K | Sell |
5,068
-57,583
| -92% | -$3.59M | ﹤0.01% | 870 |
|
|
2018
Q1 | $3.86M | Sell |
62,651
-268,397
| -81% | -$15.9M | 0.01% | 477 |
|
|
2017
Q4 | $21.1M | Buy |
331,048
+156,383
| +90% | +$10.4M | 0.05% | 253 |
|
|
2017
Q3 | $11.5M | Buy |
174,665
+135,638
| +348% | +$9.08M | 0.06% | 245 |
|
|
2017
Q2 | $2.57M | Buy |
+39,027
| New | +$2.55M | 0.01% | 360 |
|
|
2016
Q3 | – | Sell |
-6,218
| Closed | -$428K | – | 720 |
|
|
2016
Q2 | $428K | Buy |
6,218
+649
| +12% | +$44.7K | ﹤0.01% | 779 |
|
|
2016
Q1 | $418K | Hold |
5,569
| – | – | ﹤0.01% | 688 |
|
|
2015
Q4 | $454K | Buy |
5,569
+1,148
| +26% | +$90.6K | ﹤0.01% | 688 |
|
|
2015
Q3 | $332K | Hold |
4,421
| – | – | ﹤0.01% | 714 |
|
|
2015
Q2 | $310K | Sell |
4,421
-947
| -18% | -$70.3K | ﹤0.01% | 741 |
|
|
2015
Q1 | $418K | Hold |
5,368
| – | – | ﹤0.01% | 685 |
|
|
2014
Q4 | $386K | Sell |
5,368
-1,681
| -24% | -$116K | ﹤0.01% | 668 |
|
|
2014
Q3 | $434K | Hold |
7,049
| – | – | ﹤0.01% | 636 |
|
|
2014
Q2 | $444K | Sell |
7,049
-1,233
| -15% | -$74.9K | ﹤0.01% | 601 |
|
|
2014
Q1 | $480K | Buy |
8,282
+850
| +11% | +$47.9K | ﹤0.01% | 590 |
|
|
2013
Q4 | $385K | Hold |
7,432
| – | – | ﹤0.01% | 596 |
|
|
2013
Q3 | $398K | Sell |
7,432
-2,821
| -28% | -$155K | ﹤0.01% | 582 |
|
|
2013
Q2 | $595K | Buy |
+10,253
| New | +$589K | ﹤0.01% | 562 |
|
Other funds holding EQR
VPM
VCM
AAMU
