A detailed history of Horizon Family Wealth, Inc. transactions in Equity Residential stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 10,133 shares of EQR stock, worth $690,969. This represents 0.57% of its overall portfolio holdings.

Number of Shares
10,133
Previous 10,034 0.99%
Holding current value
$690,969
Previous $695,000 8.49%
% of portfolio
0.57%
Previous 0.55%

Shares

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

Nov 14, 2024

BUY
$67.19 - $78.09 $6,651 - $7,730
99 Added 0.99%
10,133 $754,000
Q2 2024

Aug 07, 2024

BUY
$59.68 - $69.34 $6,326 - $7,350
106 Added 1.07%
10,034 $695,000
Q1 2024

May 09, 2024

BUY
$58.13 - $63.45 $6,161 - $6,725
106 Added 1.08%
9,928 $626,000
Q4 2023

Feb 07, 2024

BUY
$53.19 - $62.5 $5,638 - $6,625
106 Added 1.09%
9,822 $600,000
Q3 2023

Nov 15, 2023

BUY
$58.44 - $69.06 $567,803 - $670,986
9,716 New
9,716 $570,000
Q2 2023

Aug 11, 2023

BUY
$59.39 - $66.72 $6,295 - $7,072
106 Added 1.11%
9,621 $634,000
Q1 2023

May 05, 2023

BUY
$55.46 - $66.59 $5,324 - $6,392
96 Added 1.02%
9,515 $570,000
Q4 2022

Feb 06, 2023

BUY
$58.77 - $68.48 $5,524 - $6,437
94 Added 1.01%
9,419 $555,000
Q3 2022

Oct 28, 2022

BUY
$65.66 - $80.57 $5,318 - $6,526
81 Added 0.88%
9,325 $627,000
Q2 2022

Aug 05, 2022

SELL
$68.74 - $93.24 $1,237 - $1,678
-18 Reduced 0.19%
9,244 $668,000
Q1 2022

May 06, 2022

BUY
$83.63 - $92.88 $1,505 - $1,671
18 Added 0.19%
9,262 $833,000
Q4 2021

Feb 11, 2022

BUY
$81.55 - $90.55 $753,848 - $837,044
9,244 New
9,244 $837,000

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $25.8B
  • 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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