Successful Portfolios LLC Equity Residential Transaction History

Successful Portfolios LLC

$149 Million
Q4 2024

A detailed history of Successful Portfolios LLC transactions in Equity Residential stock. As of the latest transaction made, Successful Portfolios LLC holds 3,213 shares of EQR stock, worth $223,335. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,213

Previous 3,241 0.86%

Holding current value

$223,335

Previous $241,000 4.56%

% of portfolio

0.15%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$69.12 - $77.48 $1,935 - $2,169	-28 Reduced 0.86%	3,213 $230,000
Q3 2024 Oct 09, 2024	SELL	$67.19 - $78.09 $4,972 - $5,778	-74 Reduced 2.23%	3,241 $241,000
Q2 2024 Jul 12, 2024	SELL	$59.68 - $69.34 $3,521 - $4,091	-59 Reduced 1.75%	3,315 $229,000
Q1 2024 Apr 17, 2024	SELL	$58.13 - $63.45 $11,974 - $13,070	-206 Reduced 5.75%	3,374 $212,000
Q4 2023 Jan 18, 2024	SELL	$53.19 - $62.5 $3,191 - $3,750	-60 Reduced 1.65%	3,580 $218,000
Q3 2023 Oct 10, 2023	SELL	$58.44 - $69.06 $409 - $483	-7 Reduced 0.19%	3,640 $213,000
Q2 2023 Jul 20, 2023	SELL	$59.39 - $66.72 $26,784 - $30,090	-451 Reduced 11.01%	3,647 $240,000
Q1 2023 Apr 21, 2023	SELL	$55.46 - $66.59 $54,073 - $64,925	-975 Reduced 19.22%	4,098 $245,000
Q4 2022 Jan 27, 2023	BUY	$58.77 - $68.48 $25,094 - $29,240	427 Added 9.19%	5,073 $0
Q3 2022 Oct 12, 2022	BUY	$65.66 - $80.57 $1,050 - $1,289	16 Added 0.35%	4,646 $312,000
Q2 2022 Jul 22, 2022	SELL	$68.74 - $93.24 $2,887 - $3,916	-42 Reduced 0.9%	4,630 $334,000
Q3 2021 Oct 14, 2021	SELL	$78.02 - $85.98 $10,142 - $11,177	-130 Reduced 2.71%	4,672 $378,000
Q2 2021 Jul 23, 2021	SELL	$71.39 - $80.91 $3,569 - $4,045	-50 Reduced 1.03%	4,802 $370,000
Q1 2021 Apr 20, 2021	BUY	$57.05 - $75.06 $2,282 - $3,002	40 Added 0.83%	4,852 $348,000
Q4 2020 Feb 02, 2021	BUY	$46.24 - $63.37 $23,674 - $32,445	512 Added 11.91%	4,812 $285,000
Q3 2020 Oct 13, 2020	BUY	$50.51 - $60.83 $37,680 - $45,379	746 Added 20.99%	4,300 $221,000
Q2 2020 Jul 13, 2020	BUY	$54.26 - $69.79 $2,170 - $2,791	40 Added 1.14%	3,554 $209,000
Q1 2020 Apr 23, 2020	BUY	$51.39 - $87.01 $13,464 - $22,796	262 Added 8.06%	3,514 $217,000
Q4 2019 Jan 23, 2020	SELL	$79.71 - $88.85 $7,811 - $8,707	-98 Reduced 2.93%	3,252 $263,000
Q2 2019 Jul 11, 2019	SELL	$74.17 - $78.83 $2,966 - $3,153	-40 Reduced 1.18%	3,350 $254,000
Q2 2018 Jul 24, 2018	SELL	$59.63 - $64.61 $5,545 - $6,008	-93 Reduced 2.67%	3,390 $216,000
Q1 2018 May 08, 2018	SELL	$55.26 - $63.84 $3,591 - $4,149	-65 Reduced 1.83%	3,483 $215,000
Q4 2017 Feb 09, 2018	BUY	$63.39 - $70.37 $224,907 - $249,672	3,548	3,548 $226,000

Others Institutions Holding EQR

# of Institutions

745

Shares Held

345M

Call Options Held

604K

Put Options Held

304K

View Full List

About EQUITY RESIDENTIAL

Ticker EQR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 377,919,008
Market Cap $26.3B
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...

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Successful Portfolios LLC Equity Residential Transaction History