Summit Global Investments’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 Q1	–	Sell	-9,950	Closed	-$714K	–	483
2024 Q4	$714K	Buy	+9,950	New	+$731K	0.04%	283
2024 Q1	–	Sell	-6,483	Closed	-$397K	–	529
2023 Q4	$397K	Buy	6,483 +2,506	+63%	+$145K	0.03%	373
2023 Q3	$233K	Sell	3,977 -292	-7%	-$18.9K	0.02%	465
2023 Q2	$282K	Buy	4,269 +20	+0.5%	+$1.25K	0.02%	438
2023 Q1	$255K	Buy	4,249 +596	+16%	+$36.6K	0.02%	456
2022 Q4	$216K	Sell	3,653 -21	-0.6%	-$1.31K	0.02%	440
2022 Q3	$247K	Buy	3,674 +258	+8%	+$19.1K	0.02%	419
2022 Q2	$247K	Sell	3,416 -115	-3%	-$9.13K	0.02%	426
2022 Q1	$318K	Buy	+3,531	New	+$312K	0.02%	404
2021 Q1	–	Sell	-56,033	Closed	-$3.32M	–	554
2020 Q4	$3.32M	Buy	+56,033	New	+$3.17M	0.33%	70
2018 Q1	–	Sell	-8,803	Closed	-$561K	–	287
2017 Q4	$561K	Sell	8,803 -7,098	-45%	-$474K	0.09%	175
2017 Q3	$1.05M	Buy	15,901 +8,124	+104%	+$544K	0.16%	86
2017 Q2	$512K	Buy	7,777 +1,377	+22%	+$90K	0.15%	145
2017 Q1	$398K	Buy	6,400 +600	+10%	+$37.5K	0.13%	187
2016 Q4	$373K	Buy	+5,800	New	+$356K	0.14%	185