Westwood Holdings Group’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 |
-8,927
| Closed | -$641K | – | 478 |
|
|
2024
Q4 | $641K | Hold |
8,927
| – | – | ﹤0.01% | 398 |
|
|
2024
Q3 | $665K | Sell |
8,927
-80,000
| -90% | -$5.78M | ﹤0.01% | 383 |
|
|
2024
Q2 | $6.17M | Buy |
88,927
+80,000
| +896% | +$5.21M | 0.03% | 279 |
|
|
2024
Q1 | $563K | Sell |
8,927
-92,073
| -91% | -$5.6M | ﹤0.01% | 390 |
|
|
2023
Q4 | $6.18M | Buy |
101,000
+20,000
| +25% | +$1.16M | 0.05% | 239 |
|
|
2023
Q3 | $4.76M | Buy |
81,000
+6,000
| +8% | +$388K | 0.04% | 251 |
|
|
2023
Q2 | $4.95M | Buy |
+75,000
| New | +$4.69M | 0.04% | 253 |
|
|
2020
Q1 | – | Sell |
-5,972
| Closed | -$483K | – | 439 |
|
|
2019
Q4 | $483K | Sell |
5,972
-668
| -10% | -$56.9K | 0.01% | 387 |
|
|
2019
Q3 | $573K | Sell |
6,640
-425
| -6% | -$34.8K | 0.01% | 369 |
|
|
2019
Q2 | $536K | Sell |
7,065
-1,010
| -13% | -$77.2K | 0.01% | 384 |
|
|
2019
Q1 | $608K | Sell |
8,075
-4,110
| -34% | -$296K | 0.01% | 338 |
|
|
2018
Q4 | $804K | Sell |
12,185
-1,225
| -9% | -$82.3K | 0.01% | 310 |
|
|
2018
Q3 | $889K | Sell |
13,410
-1,300
| -9% | -$86K | 0.01% | 320 |
|
|
2018
Q2 | $937K | Sell |
14,710
-5,565
| -27% | -$347K | 0.01% | 331 |
|
|
2018
Q1 | $1.25M | Sell |
20,275
-7,125
| -26% | -$423K | 0.01% | 311 |
|
|
2017
Q4 | $1.75M | Sell |
27,400
-6,350
| -19% | -$424K | 0.01% | 287 |
|
|
2017
Q3 | $2.23M | Sell |
33,750
-3,300
| -9% | -$221K | 0.02% | 273 |
|
|
2017
Q2 | $2.44M | Sell |
37,050
-2,120
| -5% | -$139K | 0.02% | 270 |
|
|
2017
Q1 | $2.44M | Sell |
39,170
-230
| -0.6% | -$14.4K | 0.02% | 269 |
|
|
2016
Q4 | $2.54M | Sell |
39,400
-324
| -0.8% | -$19.9K | 0.02% | 288 |
|
|
2016
Q3 | $2.56M | Buy |
39,724
+44
| +0.1% | +$2.94K | 0.02% | 288 |
|
|
2016
Q2 | $2.73M | Hold |
39,680
| – | – | 0.02% | 271 |
|
|
2016
Q1 | $2.98M | Buy |
39,680
+24,780
| +166% | +$1.85M | 0.03% | 259 |
|
|
2015
Q4 | $1.22M | Sell |
14,900
-400
| -3% | -$31.6K | 0.01% | 290 |
|
|
2015
Q3 | $1.15M | Sell |
15,300
-100
| -0.6% | -$7.35K | 0.01% | 297 |
|
|
2015
Q2 | $1.08M | Sell |
15,400
-800
| -5% | -$59.4K | 0.01% | 311 |
|
|
2015
Q1 | $1.26M | Sell |
16,200
-2,000
| -11% | -$156K | 0.01% | 293 |
|
|
2014
Q4 | $1.31M | Hold |
18,200
| – | – | 0.01% | 293 |
|
|
2014
Q3 | $1.12M | Sell |
18,200
-600
| -3% | -$38.8K | 0.01% | 294 |
|
|
2014
Q2 | $1.18M | Hold |
18,800
| – | – | 0.01% | 282 |
|
|
2014
Q1 | $1.09M | Sell |
18,800
-300
| -2% | -$16.9K | 0.01% | 281 |
|
|
2013
Q4 | $991K | Buy |
19,100
+2,000
| +12% | +$105K | 0.01% | 283 |
|
|
2013
Q3 | $916K | Hold |
17,100
| – | – | 0.01% | 297 |
|
|
2013
Q2 | $993K | Buy |
+17,100
| New | +$982K | 0.01% | 294 |
|
Other funds holding EQR
AAMU
