Evoke Wealth, LLC Equity Residential Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Equity Residential stock. As of the latest transaction made, Evoke Wealth, LLC holds 3,007 shares of EQR stock, worth $201,408. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,007

Holding current value

$201,408

% of portfolio

0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$67.19 - $78.09 $202,040 - $234,816	3,007 New	3,007 $226 Million
Q1 2024 May 15, 2024	SELL	$58.13 - $63.45 $5.96 Million - $6.51 Million	-102,568 Reduced 96.92%	3,257 $205,000
Q4 2023 Feb 12, 2024	BUY	$53.19 - $62.5 $5.3 Million - $6.23 Million	99,667 Added 1618.5%	105,825 $6.47 Million
Q3 2023 Nov 13, 2023	BUY	$58.44 - $69.06 $359,873 - $425,271	6,158 New	6,158 $361,000
Q2 2022 Aug 04, 2022	BUY	$68.74 - $93.24 $3,643 - $4,941	53 Added 240.91%	75 $5,000
Q4 2021 Feb 09, 2022	BUY	$81.55 - $90.55 $489 - $543	6 Added 37.5%	22 $2,000
Q3 2021 Nov 12, 2021	SELL	$78.02 - $85.98 $78 - $85	-1 Reduced 5.88%	16 $1,000
Q1 2021 May 13, 2021	BUY	$57.05 - $75.06 $57 - $75	1 Added 6.25%	17 $1,000
Q4 2020 Feb 12, 2021	SELL	$46.24 - $63.37 $138 - $190	-3 Reduced 15.79%	16 $1,000
Q3 2020 Nov 13, 2020	SELL	$50.51 - $60.83 $1,717 - $2,068	-34 Reduced 64.15%	19 $1,000
Q1 2020 May 07, 2020	SELL	$51.39 - $87.01 $85,358 - $144,523	-1,661 Reduced 96.91%	53 $3.31 Million
Q4 2019 Feb 07, 2020	SELL	$79.71 - $88.85 $14,427 - $16,081	-181 Reduced 9.55%	1,714 $140 Million
Q3 2019 Nov 12, 2019	BUY	$76.14 - $86.85 $144,285 - $164,580	1,895 New	1,895 $165 Million

Others Institutions Holding EQR

# of Institutions

732

Shares Held

298M

Call Options Held

415K

Put Options Held

237K

Vanguard Group Inc Valley Forge, PA

55.7M
Shares

$3.73 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

38.4M
Shares

$2.57 Billion
0.06% of portfolio
State Street Corp Boston, MA

23.9M
Shares

$1.6 Billion
0.07% of portfolio
Price T Rowe Associates Inc Baltimore, MD

19.8M
Shares

$1.33 Billion
0.17% of portfolio
Apg Asset Management Us Inc. New York, NY

11.6M
Shares

$777 Million
5.91% of portfolio

View Full List

About EQUITY RESIDENTIAL

Ticker EQR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 377,919,008
Market Cap $25.3B
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

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