Montag & Associates’s Equity Residential EQR Stock Holding History

Montag & Associates’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$82.8K	Hold	1,214	–	–	﹤0.01%	502
2025 Q1	$87.7K	Hold	1,214	–	–	﹤0.01%	516
2024 Q4	$87.1K	Hold	1,214	–	–	﹤0.01%	516
2024 Q3	$91.2K	Hold	1,214	–	–	﹤0.01%	517
2024 Q2	$84.2K	Hold	1,214	–	–	﹤0.01%	514
2024 Q1	$77.4K	Hold	1,214	–	–	﹤0.01%	526
2023 Q4	$74.9K	Hold	1,214	–	–	﹤0.01%	508
2023 Q3	$72.1K	Hold	1,214	–	–	﹤0.01%	489
2023 Q2	$80.9K	Hold	1,214	–	–	0.01%	486
2023 Q1	$73.6K	Hold	1,214	–	–	﹤0.01%	491
2022 Q4	$72.4K	Hold	1,214	–	–	﹤0.01%	488
2022 Q3	$82K	Hold	1,214	–	–	0.01%	464
2022 Q2	$88K	Hold	1,214	–	–	0.01%	455
2022 Q1	$109K	Hold	1,214	–	–	0.01%	456
2021 Q4	$110K	Hold	1,214	–	–	0.01%	460
2021 Q3	$98K	Hold	1,214	–	–	0.01%	475
2021 Q2	$93K	Hold	1,214	–	–	﹤0.01%	479
2021 Q1	$87K	Hold	1,214	–	–	﹤0.01%	485
2020 Q4	$72K	Buy	+1,214	New	+$72K	﹤0.01%	498
2020 Q1	–	Sell	-3,220	Closed	-$261K	–	290
2019 Q4	$261K	Sell	3,220 -500	-13%	-$40.5K	0.02%	272
2019 Q3	$321K	Hold	3,720	–	–	0.03%	252
2019 Q2	$282K	Hold	3,720	–	–	0.03%	268
2019 Q1	$280K	Hold	3,720	–	–	0.03%	264
2018 Q4	$246K	Hold	3,720	–	–	0.03%	256
2018 Q3	$246K	Hold	3,720	–	–	0.02%	294
2018 Q2	$237K	Hold	3,720	–	–	0.02%	258
2018 Q1	$229K	Hold	3,720	–	–	0.02%	263
2017 Q4	$237K	Hold	3,720	–	–	0.02%	256
2017 Q3	$245K	Hold	3,720	–	–	0.03%	231
2017 Q2	$245K	Hold	3,720	–	–	0.03%	225
2017 Q1	$231K	Hold	3,720	–	–	0.03%	224
2016 Q4	$239K	Hold	3,720	–	–	0.03%	222
2016 Q3	$239K	Hold	3,720	–	–	0.03%	228
2016 Q2	$256K	Hold	3,720	–	–	0.03%	218
2016 Q1	$279K	Hold	3,720	–	–	0.04%	209
2015 Q4	$304K	Hold	3,720	–	–	0.04%	196
2015 Q3	$279K	Hold	3,720	–	–	0.04%	205
2015 Q2	$261K	Hold	3,720	–	–	0.04%	220
2015 Q1	$290K	Sell	3,720 -550	-13%	-$42.9K	0.04%	222
2014 Q4	$307K	Hold	4,270	–	–	0.05%	208
2014 Q3	$263K	Hold	4,270	–	–	0.04%	211
2014 Q2	$269K	Hold	4,270	–	–	0.04%	216
2014 Q1	$248K	Hold	4,270	–	–	0.04%	209
2013 Q4	$221K	Hold	4,270	–	–	0.04%	216
2013 Q3	$229K	Hold	4,270	–	–	0.04%	205
2013 Q2	$248K	Buy	+4,270	New	+$248K	0.05%	187