Optimum Investment Advisors’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 | $129K | Hold |
2,000
| – | – | 0.05% | 228 |
|
|
2025
Q2 | $135K | Hold |
2,000
| – | – | 0.06% | 214 |
|
|
2025
Q1 | $143K | Hold |
2,000
| – | – | 0.07% | 202 |
|
|
2024
Q4 | $144K | Hold |
2,000
| – | – | 0.06% | 212 |
|
|
2024
Q3 | $149K | Hold |
2,000
| – | – | 0.06% | 220 |
|
|
2024
Q2 | $139K | Hold |
2,000
| – | – | 0.06% | 219 |
|
|
2024
Q1 | $126K | Hold |
2,000
| – | – | 0.06% | 244 |
|
|
2023
Q4 | $122K | Hold |
2,000
| – | – | 0.06% | 234 |
|
|
2023
Q3 | $117K | Hold |
2,000
| – | – | 0.06% | 243 |
|
|
2023
Q2 | $132K | Hold |
2,000
| – | – | 0.06% | 237 |
|
|
2023
Q1 | $120K | Hold |
2,000
| – | – | 0.06% | 239 |
|
|
2022
Q4 | $118K | Hold |
2,000
| – | – | 0.06% | 245 |
|
|
2022
Q3 | $134K | Hold |
2,000
| – | – | 0.07% | 231 |
|
|
2022
Q2 | $144K | Hold |
2,000
| – | – | 0.07% | 232 |
|
|
2022
Q1 | $180K | Hold |
2,000
| – | – | 0.08% | 224 |
|
|
2021
Q4 | $181K | Hold |
2,000
| – | – | 0.07% | 246 |
|
|
2021
Q3 | $162K | Hold |
2,000
| – | – | 0.07% | 257 |
|
|
2021
Q2 | $154K | Sell |
2,000
-800
| -29% | -$60.5K | 0.05% | 309 |
|
|
2021
Q1 | $201K | Hold |
2,800
| – | – | 0.06% | 260 |
|
|
2020
Q4 | $166K | Hold |
2,800
| – | – | 0.05% | 268 |
|
|
2020
Q3 | $144K | Hold |
2,800
| – | – | 0.05% | 273 |
|
|
2020
Q2 | $165K | Hold |
2,800
| – | – | 0.06% | 257 |
|
|
2020
Q1 | $173K | Hold |
2,800
| – | – | 0.07% | 239 |
|
|
2019
Q4 | $227K | Hold |
2,800
| – | – | 0.07% | 255 |
|
|
2019
Q3 | $242K | Hold |
2,800
| – | – | 0.08% | 239 |
|
|
2019
Q2 | $213K | Hold |
2,800
| – | – | 0.07% | 256 |
|
|
2019
Q1 | $211K | Hold |
2,800
| – | – | 0.07% | 268 |
|
|
2018
Q4 | $185K | Hold |
2,800
| – | – | 0.06% | 269 |
|
|
2018
Q3 | $186K | Hold |
2,800
| – | – | 0.05% | 314 |
|
|
2018
Q2 | $178K | Hold |
2,800
| – | – | 0.05% | 309 |
|
|
2018
Q1 | $173K | Buy |
+2,800
| New | +$166K | 0.05% | 310 |
|
|
2016
Q2 | – | Sell |
-4,400
| Closed | -$330K | – | 281 |
|
|
2016
Q1 | $330K | Hold |
4,400
| – | – | 0.13% | 193 |
|
|
2015
Q4 | $359K | Hold |
4,400
| – | – | 0.14% | 193 |
|
|
2015
Q3 | $331K | Buy |
+4,400
| New | +$324K | 0.13% | 191 |
|
|
2015
Q1 | $343K | Sell |
4,400
-1,200
| -21% | -$93.7K | 0.11% | 200 |
|
|
2014
Q4 | $402K | Hold |
5,600
| – | – | 0.13% | 174 |
|
|
2014
Q3 | $345K | Sell |
5,600
-600
| -10% | -$38.8K | 0.11% | 179 |
|
|
2014
Q2 | $391K | Hold |
6,200
| – | – | 0.13% | 173 |
|
|
2014
Q1 | $360K | Hold |
6,200
| – | – | 0.14% | 160 |
|
|
2013
Q4 | $322K | Hold |
6,200
| – | – | 0.12% | 166 |
|
|
2013
Q3 | $332K | Buy |
+6,200
| New | +$342K | 0.14% | 161 |
|
Other funds holding EQR
AAMU
Optimum Investment Advisors's EQR Position: Q3 2025 in Review
Optimum Investment Advisors held its Equity Residential (EQR) position steady in Q3 2025 at 2,000 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #228.
Optimum Investment Advisors first reported a position in EQR in Q3 2013 and has held it in 41 quarters since. The position peaked at $402K in Q4 2014. 689 funds tracked by Wall St. Rank hold EQR as of Q3 2025.
- Optimum Investment Advisors held 2,000 shares of Equity Residential worth $129K as of Q3 2025.
- Optimum Investment Advisors left its Equity Residential share count unchanged in Q3 2025.
- Equity Residential made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #228 holding.
- Optimum Investment Advisors first reported a position in Equity Residential in Q3 2013 and has held it in 41 quarters since.
- Optimum Investment Advisors's Equity Residential position peaked at $402K in Q4 2014.
- 689 funds tracked by Wall St. Rank held Equity Residential as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.