Purchases and Sales Made in Q1 2023 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q1 2023. The information is specifically focused on institutions that hold shares of EQUITY RESIDENTIAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 7.26% |
$499 - $599
|
133
$9.08K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 27.27% |
$499 - $599
|
42
$2.87K
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
8+ 0.18% |
$444 - $533
|
4.35K
$297K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7New |
$388 - $466
|
7
$478
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 4.76% |
$333 - $400
|
132
$9.01K
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.01% |
$277 - $333
|
499
$34.1K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$222 - $266
|
4
$273
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$166 - $200
|
2.3K
$157K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 3.85% |
$55.5 - $66.6
|
27
$1.84K
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 11.11% |
$111 - $133
|
16
$1.09K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 18.75% |
$166 - $200
|
13
$887
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-5- 1.19% |
$277 - $333
|
414
$28.3K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7- 8.33% |
$388 - $466
|
77
$5.26K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 2.68% |
$610 - $732
|
400
$27.3K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-12- 0.1% |
$666 - $799
|
12.1K
$827K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 33.33% |
$721 - $866
|
26
$1.77K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16- 39.02% |
$887 - $1.07K
|
25
$1.71K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 11.36% |
$1.11K - $1.33K
|
156
$10.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29- 5.98% |
$1.61K - $1.93K
|
456
$31.1K
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-51- 1.31% |
$2.83K - $3.4K
|
3.85K
$262K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-52- 2.29% |
$2.88K - $3.46K
|
2.22K
$152K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-59- 23.69% |
$3.27K - $3.93K
|
190
$13K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-74- 5.24% |
$4.1K - $4.93K
|
1.34K
$91.3K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-74- 1.0% |
$4.1K - $4.93K
|
7.35K
$501K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 5.34% |
$4.16K - $4.99K
|
1.33K
$90.8K
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 2.08% |
$4.44K - $5.33K
|
3.77K
$257K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-80- 33.33% |
$4.44K - $5.33K
|
160
$10.9K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-91- 68.94% |
$5.05K - $6.06K
|
41
$2.8K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-92- 86.79% |
$5.1K - $6.13K
|
14
$956
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-105- 5.81% |
$5.82K - $6.99K
|
1.7K
$116K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-105- 1.12% |
$5.82K - $6.99K
|
9.3K
$635K
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-107- 2.36% |
$5.93K - $7.13K
|
4.42K
$302K
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-112- 0.2% |
$6.21K - $7.46K
|
56.9K
$3.89M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-126- 48.84% |
$6.99K - $8.39K
|
132
$9.01K
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-170- 3.36% |
$9.43K - $11.3K
|
4.89K
$334K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-172- 18.8% |
$9.54K - $11.5K
|
743
$50.7K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-176- 0.59% |
$9.76K - $11.7K
|
29.5K
$2.01M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-183- 3.32% |
$10.1K - $12.2K
|
5.33K
$363K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-207- 51.75% |
$11.5K - $13.8K
|
193
$13.2K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-223- 3.17% |
$12.4K - $14.8K
|
6.82K
$465K
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-235- 3.73% |
$13K - $15.6K
|
6.07K
$414K
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-274- 5.17% |
$15.2K - $18.2K
|
5.03K
$343K
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-296- 1.6% |
$16.4K - $19.7K
|
18.3K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-306- 6.13% |
$17K - $20.4K
|
4.68K
$320K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-318- 1.8% |
$17.6K - $21.2K
|
17.4K
$1.19M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-341- 1.32% |
$18.9K - $22.7K
|
25.4K
$1.74M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 15.52% |
$22.2K - $26.6K
|
2.18K
$149K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-400- 2.36% |
$22.2K - $26.6K
|
16.6K
$1.13M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-401- 59.58% |
$22.2K - $26.7K
|
272
$18.6K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-427Closed |
$23.7K - $28.4K
|
0
$0
|