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WAM
Wealthspire Advisors (Maryland)’s
Equity Residential
EQR
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
EQR Stock Details
EQR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-1,739
Closed
-$131K
–
938
2019
Q1
$131K
Buy
1,739
+3
+0.2%
+$216
0.01%
556
2018
Q4
$115K
Buy
1,736
+949
+121%
+$63.7K
0.01%
560
2018
Q3
$52K
Buy
787
+19
+2%
+$1.26K
﹤0.01%
948
2018
Q2
$49K
Buy
768
+33
+4%
+$2.06K
﹤0.01%
983
2018
Q1
$45K
Sell
735
-244
-25%
-$14.5K
﹤0.01%
1026
2017
Q4
$62K
Buy
979
+536
+121%
+$35.8K
0.01%
919
2017
Q3
$29K
Buy
443
+65
+17%
+$4.35K
﹤0.01%
1167
2017
Q2
$25K
Buy
378
+122
+48%
+$7.97K
﹤0.01%
1180
2017
Q1
$16K
Buy
256
+99
+63%
+$6.19K
﹤0.01%
1159
2016
Q4
$10K
Sell
157
-12
-7%
-$737
﹤0.01%
1217
2016
Q3
$11K
Sell
169
-14
-8%
-$934
﹤0.01%
1229
2016
Q2
$13K
Sell
183
-200
-52%
-$13.8K
﹤0.01%
1134
2016
Q1
$29K
Buy
383
+270
+239%
+$20.2K
0.01%
847
2015
Q4
$9K
Buy
+113
New
+$8.91K
﹤0.01%
1216
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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