A detailed history of Principia Wealth Advisory, LLC transactions in Equity Residential stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 20 shares of EQR stock, worth $1,188. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 13 53.85%
Holding current value
$1,188
Previous $869,000 55.35%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$61.82 - $71.72 $432 - $502
7 Added 53.85%
20 $1.35 Million
Q1 2025

Apr 11, 2025

BUY
$66.98 - $75.02 $468 - $525
7 Added 116.67%
13 $869,000
Q4 2024

Apr 11, 2025

BUY
$69.12 - $77.48 $414 - $464
6 New
6 $431,000

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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