Sentry Investment Management’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 | $70K | Hold |
1,052
| – | – | 0.04% | 339 |
|
|
2025
Q1 | $66K | Sell |
1,052
-314
| -23% | -$19.7K | 0.04% | 317 |
|
|
2024
Q4 | $98K | Sell |
1,366
-222
| -14% | -$15.9K | 0.05% | 308 |
|
|
2024
Q3 | $118K | Buy |
+1,588
| New | +$118K | 0.05% | 307 |
|
|
2023
Q4 | – | Sell |
-1,982
| Closed | -$116K | – | 482 |
|
|
2023
Q3 | $116K | Sell |
1,982
-238
| -11% | -$13.9K | 0.06% | 314 |
|
|
2023
Q2 | $146K | Hold |
2,220
| – | – | 0.06% | 315 |
|
|
2023
Q1 | $133K | Sell |
2,220
-52
| -2% | -$3.12K | 0.05% | 314 |
|
|
2022
Q4 | $134K | Buy |
2,272
+12
| +0.5% | +$708 | 0.06% | 320 |
|
|
2022
Q3 | $152K | Hold |
2,260
| – | – | 0.07% | 276 |
|
|
2022
Q2 | $163K | Sell |
2,260
-440
| -16% | -$31.7K | 0.07% | 267 |
|
|
2022
Q1 | $243K | Sell |
2,700
-219
| -8% | -$19.7K | 0.08% | 254 |
|
|
2021
Q4 | $264K | Hold |
2,919
| – | – | 0.07% | 277 |
|
|
2021
Q3 | $236K | Sell |
2,919
-426
| -13% | -$34.4K | 0.07% | 287 |
|
|
2021
Q2 | $258K | Sell |
3,345
-87
| -3% | -$6.71K | 0.07% | 281 |
|
|
2021
Q1 | $246K | Sell |
3,432
-16,894
| -83% | -$1.21M | 0.07% | 281 |
|
|
2020
Q4 | $1.21M | Buy |
+20,326
| New | +$1.21M | 0.06% | 277 |
|
|
2020
Q3 | – | Sell |
-19,804
| Closed | -$1.17M | – | 445 |
|
|
2020
Q2 | $1.17M | Buy |
19,804
+19,799
| +395,980% | +$1.16M | 0.07% | 272 |
|
|
2020
Q1 | $0 | Sell |
5
-21,579
| -100% | – | ﹤0.01% | 444 |
|
|
2019
Q4 | $1.75M | Hold |
21,584
| – | – | 0.1% | 206 |
|
|
2019
Q3 | $1.86M | Hold |
21,584
| – | – | 0.12% | 196 |
|
|
2019
Q2 | $1.64M | Hold |
21,584
| – | – | 0.11% | 205 |
|
|
2019
Q1 | $1.63M | Buy |
21,584
+14,656
| +212% | +$1.1M | 0.11% | 199 |
|
|
2018
Q4 | $457K | Sell |
6,928
-189
| -3% | -$12.5K | 0.03% | 410 |
|
|
2018
Q3 | $472K | Hold |
7,117
| – | – | 0.03% | 420 |
|
|
2018
Q2 | $453K | Sell |
7,117
-826
| -10% | -$52.6K | 0.03% | 431 |
|
|
2018
Q1 | $489K | Sell |
7,943
-769
| -9% | -$47.3K | 0.03% | 420 |
|
|
2017
Q4 | $556K | Buy |
8,712
+2,507
| +40% | +$160K | 0.03% | 417 |
|
|
2017
Q3 | $409K | Sell |
6,205
-20,937
| -77% | -$1.38M | 0.02% | 462 |
|
|
2017
Q2 | $1.79M | Hold |
27,142
| – | – | 0.07% | 225 |
|
|
2017
Q1 | $1.69M | Sell |
27,142
-1,252
| -4% | -$77.9K | 0.07% | 232 |
|
|
2016
Q4 | $1.83M | Hold |
28,394
| – | – | 0.08% | 218 |
|
|
2016
Q3 | $1.83M | Buy |
28,394
+832
| +3% | +$53.5K | 0.08% | 211 |
|
|
2016
Q2 | $1.9M | Hold |
27,562
| – | – | 0.08% | 193 |
|
|
2016
Q1 | $2.07M | Hold |
27,562
| – | – | 0.09% | 167 |
|
|
2015
Q4 | $2.25M | Buy |
27,562
+7,813
| +40% | +$638K | 0.1% | 160 |
|
|
2015
Q3 | $1.48M | Hold |
19,749
| – | – | 0.07% | 202 |
|
|
2015
Q2 | $1.39M | Buy |
19,749
+979
| +5% | +$68.7K | 0.07% | 234 |
|
|
2015
Q1 | $1.46M | Sell |
18,770
-46,200
| -71% | -$3.6M | 0.07% | 211 |
|
|
2014
Q4 | $4.67M | Buy |
64,970
+11,300
| +21% | +$812K | 0.23% | 81 |
|
|
2014
Q3 | $3.31M | Buy |
53,670
+9,600
| +22% | +$591K | 0.17% | 96 |
|
|
2014
Q2 | $2.78M | Buy |
44,070
+26,070
| +145% | +$1.64M | 0.14% | 118 |
|
|
2014
Q1 | $1.04M | Hold |
18,000
| – | – | 0.06% | 245 |
|
|
2013
Q4 | $934K | Buy |
18,000
+13,500
| +300% | +$701K | 0.05% | 259 |
|
|
2013
Q3 | $241K | Sell |
4,500
-2,000
| -31% | -$107K | 0.01% | 497 |
|
|
2013
Q2 | $377K | Buy |
+6,500
| New | +$377K | 0.02% | 389 |
|