Seven Post Investment Office’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 | $21.5M | Buy |
319,190
+2,150
| +0.7% | +$145K | 8.12% | 3 |
|
|
2025
Q1 | $22.7M | Buy |
317,040
+2,977
| +0.9% | +$213K | 8.67% | 3 |
|
|
2024
Q4 | $22.5M | Buy |
314,063
+2,202
| +0.7% | +$158K | 8.63% | 3 |
|
|
2024
Q3 | $23.2M | Buy |
311,861
+2,953
| +1% | +$220K | 3.51% | 7 |
|
|
2024
Q2 | $21.4M | Buy |
308,908
+5,669
| +2% | +$393K | 3.97% | 5 |
|
|
2024
Q1 | $19.1M | Buy |
303,239
+3,178
| +1% | +$201K | 4.67% | 5 |
|
|
2023
Q4 | $18.4M | Buy |
300,061
+3,944
| +1% | +$241K | 4.62% | 5 |
|
|
2023
Q3 | $17.4M | Buy |
296,117
+2,847
| +1% | +$167K | 4.81% | 6 |
|
|
2023
Q2 | $19.3M | Buy |
+293,270
| New | +$19.3M | 5.89% | 4 |
|
|
2023
Q1 | – | Sell |
-287,505
| Closed | -$17M | – | 57 |
|
|
2022
Q4 | $17M | Buy |
287,505
+4
| +0% | +$236 | 5.96% | 5 |
|
|
2022
Q3 | $19.3M | Sell |
287,501
-660
| -0.2% | -$44.4K | 7.52% | 4 |
|
|
2022
Q2 | $20.8M | Buy |
288,161
+2
| +0% | +$144 | 7.74% | 4 |
|
|
2022
Q1 | $25.9M | Sell |
288,159
-90,797
| -24% | -$8.16M | 7.91% | 4 |
|
|
2021
Q4 | $34.3M | Hold |
378,956
| – | – | 9.27% | 3 |
|
|
2021
Q3 | $30.7M | Buy |
378,956
+2,182
| +0.6% | +$177K | 9.54% | 3 |
|
|
2021
Q2 | $29M | Buy |
376,774
+664
| +0.2% | +$51.1K | 8.77% | 3 |
|
|
2021
Q1 | $26.9M | Hold |
376,110
| – | – | 9.42% | 3 |
|
|
2020
Q4 | $22.3M | Buy |
376,110
+99,954
| +36% | +$5.93M | 9.07% | 3 |
|
|
2020
Q3 | $14.2M | Buy |
276,156
+191,186
| +225% | +$9.81M | 5.59% | 3 |
|
|
2020
Q2 | $5M | Buy |
84,970
+1,060
| +1% | +$62.4K | 2.11% | 12 |
|
|
2020
Q1 | $5.18M | Buy |
+83,910
| New | +$5.18M | 2.71% | 10 |
|