A detailed history of Baron Wealth Management LLC transactions in Equity Residential stock. As of the latest transaction made, Baron Wealth Management LLC holds 4,036 shares of EQR stock, worth $292,085. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,036
Previous 3,687 9.47%
Holding current value
$292,085
Previous $256 Million 17.56%
% of portfolio
0.14%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$67.19 - $78.09 $23,449 - $27,253
349 Added 9.47%
4,036 $301 Million
Q2 2024

Aug 13, 2024

BUY
$59.68 - $69.34 $6,385 - $7,419
107 Added 2.99%
3,687 $256 Million
Q1 2024

May 08, 2024

BUY
$58.13 - $63.45 $16,915 - $18,463
291 Added 8.85%
3,580 $226 Million
Q4 2023

Jan 04, 2024

BUY
$53.19 - $62.5 $174,941 - $205,562
3,289 New
3,289 $201 Million

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $27.3B
  • Description
  • Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties c...
More about EQR
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.