A detailed history of Modera Wealth Management, LLC transactions in Equity Residential stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,111 shares of EQR stock, worth $184,855. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,111
Previous 3,136 0.8%
Holding current value
$184,855
Previous $211,000 4.74%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

SELL
$62.3 - $68.34 $1,557 - $1,708
-25 Reduced 0.8%
3,111 $201,000
Q2 2025

Aug 06, 2025

SELL
$61.82 - $71.72 $25,469 - $29,548
-412 Reduced 11.61%
3,136 $211,000
Q1 2025

May 08, 2025

BUY
$66.98 - $75.02 $15,874 - $17,779
237 Added 7.16%
3,548 $253,000
Q4 2024

Feb 05, 2025

BUY
$69.12 - $77.48 $2,280 - $2,556
33 Added 1.01%
3,311 $237,000
Q3 2024

Oct 24, 2024

BUY
$67.19 - $78.09 $13,438 - $15,618
200 Added 6.5%
3,278 $244,000
Q2 2024

Jul 29, 2024

BUY
$59.68 - $69.34 $183,695 - $213,428
3,078 New
3,078 $213,000
Q2 2023

Aug 07, 2023

BUY
$59.39 - $66.72 $182,802 - $205,364
3,078 New
3,078 $203,000

Others Institutions Holding EQR

About EQUITY RESIDENTIAL


  • Ticker EQR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 377,919,008
  • Market Cap $22.5B
  • 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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