Naviter Wealth’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 | $1.86M | Buy |
27,372
+2,408
| +10% | +$164K | 0.23% | 116 |
|
|
2025
Q1 | $1.78M | Buy |
24,964
+548
| +2% | +$39.1K | 0.22% | 132 |
|
|
2024
Q4 | $1.75M | Buy |
24,416
+2,205
| +10% | +$158K | 0.21% | 129 |
|
|
2024
Q3 | $1.67M | Sell |
22,211
-1,310
| -6% | -$98.4K | 0.23% | 124 |
|
|
2024
Q2 | $1.63M | Buy |
23,521
+1,048
| +5% | +$72.7K | 0.24% | 118 |
|
|
2024
Q1 | $1.43M | Buy |
22,473
+4,601
| +26% | +$293K | 0.23% | 120 |
|
|
2023
Q4 | $1.1M | Sell |
17,872
-1,203
| -6% | -$74.4K | 0.22% | 121 |
|
|
2023
Q3 | $1.13M | Buy |
19,075
+2,069
| +12% | +$123K | 0.27% | 90 |
|
|
2023
Q2 | $1.13M | Buy |
17,006
+2,190
| +15% | +$146K | 0.29% | 91 |
|
|
2023
Q1 | $898K | Buy |
14,816
+3,152
| +27% | +$191K | 0.31% | 93 |
|
|
2022
Q4 | $730K | Buy |
11,664
+3,003
| +35% | +$188K | 0.2% | 115 |
|
|
2022
Q3 | $588K | Buy |
+8,661
| New | +$588K | 0.24% | 106 |
|