Summit Global Investments’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,950
| Closed | -$714K | – | 483 |
|
|
2024
Q4 | $714K | Buy |
+9,950
| New | +$714K | 0.04% | 283 |
|
|
2024
Q1 | – | Sell |
-6,483
| Closed | -$397K | – | 529 |
|
|
2023
Q4 | $397K | Buy |
6,483
+2,506
| +63% | +$153K | 0.03% | 373 |
|
|
2023
Q3 | $233K | Sell |
3,977
-292
| -7% | -$17.1K | 0.02% | 465 |
|
|
2023
Q2 | $282K | Buy |
4,269
+20
| +0.5% | +$1.32K | 0.02% | 438 |
|
|
2023
Q1 | $255K | Buy |
4,249
+596
| +16% | +$35.8K | 0.02% | 456 |
|
|
2022
Q4 | $216K | Sell |
3,653
-21
| -0.6% | -$1.24K | 0.02% | 440 |
|
|
2022
Q3 | $247K | Buy |
3,674
+258
| +8% | +$17.3K | 0.02% | 419 |
|
|
2022
Q2 | $247K | Sell |
3,416
-115
| -3% | -$8.32K | 0.02% | 426 |
|
|
2022
Q1 | $318K | Buy |
+3,531
| New | +$318K | 0.02% | 404 |
|
|
2021
Q1 | – | Sell |
-56,033
| Closed | -$3.32M | – | 554 |
|
|
2020
Q4 | $3.32M | Buy |
+56,033
| New | +$3.32M | 0.33% | 70 |
|
|
2018
Q1 | – | Sell |
-8,803
| Closed | -$561K | – | 287 |
|
|
2017
Q4 | $561K | Sell |
8,803
-7,098
| -45% | -$452K | 0.09% | 175 |
|
|
2017
Q3 | $1.05M | Buy |
15,901
+8,124
| +104% | +$535K | 0.16% | 86 |
|
|
2017
Q2 | $512K | Buy |
7,777
+1,377
| +22% | +$90.7K | 0.15% | 145 |
|
|
2017
Q1 | $398K | Buy |
6,400
+600
| +10% | +$37.3K | 0.13% | 187 |
|
|
2016
Q4 | $373K | Buy |
+5,800
| New | +$373K | 0.14% | 185 |
|