Whittier Trust’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 | $136K | Buy |
2,015
+289
| +17% | +$19.5K | ﹤0.01% | 727 |
|
|
2025
Q1 | $124K | Hold |
1,726
| – | – | ﹤0.01% | 731 |
|
|
2024
Q4 | $124K | Sell |
1,726
-100
| -5% | -$7.18K | ﹤0.01% | 749 |
|
|
2024
Q3 | $136K | Hold |
1,826
| – | – | ﹤0.01% | 733 |
|
|
2024
Q2 | $127K | Buy |
1,826
+201
| +12% | +$13.9K | ﹤0.01% | 730 |
|
|
2024
Q1 | $103K | Hold |
1,625
| – | – | ﹤0.01% | 778 |
|
|
2023
Q4 | $99.4K | Sell |
1,625
-865
| -35% | -$52.9K | ﹤0.01% | 768 |
|
|
2023
Q3 | $146K | Buy |
2,490
+50
| +2% | +$2.94K | ﹤0.01% | 685 |
|
|
2023
Q2 | $161K | Sell |
2,440
-16
| -0.7% | -$1.06K | ﹤0.01% | 675 |
|
|
2023
Q1 | $147K | Hold |
2,456
| – | – | ﹤0.01% | 719 |
|
|
2022
Q4 | $145K | Sell |
2,456
-2,676
| -52% | -$158K | ﹤0.01% | 723 |
|
|
2022
Q3 | $345K | Sell |
5,132
-2,626
| -34% | -$177K | 0.01% | 516 |
|
|
2022
Q2 | $560K | Buy |
7,758
+65
| +0.8% | +$4.69K | 0.01% | 441 |
|
|
2022
Q1 | $692K | Buy |
7,693
+17
| +0.2% | +$1.53K | 0.01% | 436 |
|
|
2021
Q4 | $695K | Sell |
7,676
-110
| -1% | -$9.96K | 0.01% | 431 |
|
|
2021
Q3 | $630K | Hold |
7,786
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $600K | Hold |
7,786
| – | – | 0.01% | 441 |
|
|
2021
Q1 | $558K | Sell |
7,786
-76
| -1% | -$5.45K | 0.01% | 455 |
|
|
2020
Q4 | $466K | Sell |
7,862
-220
| -3% | -$13K | 0.01% | 440 |
|
|
2020
Q3 | $415K | Hold |
8,082
| – | – | 0.01% | 457 |
|
|
2020
Q2 | $475K | Buy |
8,082
+2,440
| +43% | +$143K | 0.01% | 408 |
|
|
2020
Q1 | $348K | Buy |
5,642
+76
| +1% | +$4.69K | 0.01% | 424 |
|
|
2019
Q4 | $450K | Buy |
5,566
+10
| +0.2% | +$808 | 0.01% | 416 |
|
|
2019
Q3 | $479K | Buy |
5,556
+16
| +0.3% | +$1.38K | 0.01% | 405 |
|
|
2019
Q2 | $421K | Hold |
5,540
| – | – | 0.01% | 414 |
|
|
2019
Q1 | $417K | Hold |
5,540
| – | – | 0.01% | 408 |
|
|
2018
Q4 | $366K | Hold |
5,540
| – | – | 0.01% | 402 |
|
|
2018
Q3 | $367K | Hold |
5,540
| – | – | 0.01% | 415 |
|
|
2018
Q2 | $353K | Sell |
5,540
-117
| -2% | -$7.46K | 0.01% | 412 |
|
|
2018
Q1 | $349K | Buy |
5,657
+117
| +2% | +$7.22K | 0.01% | 420 |
|
|
2017
Q4 | $353K | Buy |
5,540
+210
| +4% | +$13.4K | 0.01% | 414 |
|
|
2017
Q3 | $351K | Hold |
5,330
| – | – | 0.01% | 403 |
|
|
2017
Q2 | $351K | Hold |
5,330
| – | – | 0.01% | 393 |
|
|
2017
Q1 | $332K | Hold |
5,330
| – | – | 0.01% | 393 |
|
|
2016
Q4 | $343K | Hold |
5,330
| – | – | 0.01% | 391 |
|
|
2016
Q3 | $343K | Hold |
5,330
| – | – | 0.01% | 385 |
|
|
2016
Q2 | $367K | Sell |
5,330
-713
| -12% | -$49.1K | 0.02% | 375 |
|
|
2016
Q1 | $453K | Hold |
6,043
| – | – | 0.02% | 351 |
|
|
2015
Q4 | $493K | Hold |
6,043
| – | – | 0.02% | 354 |
|
|
2015
Q3 | $454K | Sell |
6,043
-250
| -4% | -$18.8K | 0.02% | 345 |
|
|
2015
Q2 | $442K | Buy |
6,293
+250
| +4% | +$17.6K | 0.02% | 370 |
|
|
2015
Q1 | $471K | Buy |
6,043
+110
| +2% | +$8.57K | 0.02% | 356 |
|
|
2014
Q4 | $426K | Hold |
5,933
| – | – | 0.02% | 353 |
|
|
2014
Q3 | $365K | Hold |
5,933
| – | – | 0.02% | 361 |
|
|
2014
Q2 | $374K | Hold |
5,933
| – | – | 0.02% | 357 |
|
|
2014
Q1 | $344K | Hold |
5,933
| – | – | 0.02% | 363 |
|
|
2013
Q4 | $308K | Hold |
5,933
| – | – | 0.02% | 379 |
|
|
2013
Q3 | $318K | Sell |
5,933
-1,100
| -16% | -$59K | 0.02% | 376 |
|
|
2013
Q2 | $408K | Buy |
+7,033
| New | +$408K | 0.02% | 343 |
|