Roger Wittlin Investment Advisory’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 Q4	–	Sell	-4,085	Closed	-$264K	–	40
2025 Q3	$264K	Sell	4,085 -407	-9%	-$26.6K	0.15%	36
2025 Q2	$303K	Buy	4,492 +46	+1%	+$3.16K	0.17%	39
2025 Q1	$318K	Buy	4,446 +42	+1%	+$2.97K	0.19%	37
2024 Q4	$316K	Buy	4,404 +41	+0.9%	+$3.01K	0.18%	37
2024 Q3	$325K	Buy	4,363 +43	+1%	+$3.1K	0.19%	41
2024 Q2	$300K	Buy	4,320 +47	+1%	+$3.06K	0.19%	39
2024 Q1	$270K	Buy	4,273 +47	+1%	+$2.86K	0.19%	38
2023 Q4	$259K	Sell	4,226 -1,716	-29%	-$99.3K	0.19%	36
2023 Q3	$349K	Sell	5,942 -1,602	-21%	-$104K	0.3%	34
2023 Q2	$498K	Buy	7,544 +158	+2%	+$9.88K	0.4%	33
2023 Q1	$443K	Sell	7,386 -446	-6%	-$27.4K	0.4%	35
2022 Q4	$462K	Buy	+7,832	New	+$490K	0.46%	34