Nicola Wealth Management’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-34,943	Closed	-$2.36M	–	83
2025 Q2	$2.36M	Buy	34,943 +1,415	+4%	+$97.2K	0.22%	73
2025 Q1	$2.4M	Buy	33,528 +8,330	+33%	+$588K	0.23%	73
2024 Q4	$2.6M	Buy	25,198 +9,370	+59%	+$688K	0.25%	74
2024 Q3	$1.59M	Sell	15,828 -5,500	-26%	-$397K	0.13%	98
2024 Q2	$2.02M	Buy	21,328 +1,800	+9%	+$117K	0.18%	83
2024 Q1	$1.67M	Buy	19,528 +4,400	+29%	+$268K	0.16%	91
2023 Q4	$1.22M	Sell	15,128 -14,900	-50%	-$862K	0.13%	105
2023 Q3	$2.38M	Sell	30,028 -10,600	-26%	-$685K	0.26%	82
2023 Q2	$2.68M	Buy	40,628 +7,428	+22%	+$464K	0.26%	78
2023 Q1	$1.99M	Buy	+33,200	New	+$2.04M	0.2%	91
2022 Q4	–	Sell	-36,258	Closed	-$2.44M	–	119
2022 Q3	$2.44M	Sell	36,258 -2,500	-6%	-$185K	0.27%	84
2022 Q2	$2.8M	Buy	+38,758	New	+$3.08M	0.27%	87