Purchases and Sales Made in Q1 2024 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50New |
$2.91K - $3.17K
|
50
$3.52K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 4.35% |
$2.73K - $2.98K
|
1.13K
$79.3K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
47+ 1.11% |
$2.73K - $2.98K
|
4.27K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 13.51% |
$2.62K - $2.86K
|
378
$26.6K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45+ 0.52% |
$2.62K - $2.86K
|
8.63K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.37% |
$2.62K - $2.86K
|
12K
$847K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
45+ 0.73% |
$2.62K - $2.86K
|
6.21K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 40.59% |
$2.38K - $2.6K
|
142
$9.99K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
39+ 0.77% |
$2.27K - $2.47K
|
5.11K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38+ 15.9% |
$2.21K - $2.41K
|
277
$19.5K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
34New |
$1.98K - $2.16K
|
34
$2.39K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
30+ 0.76% |
$1.74K - $1.9K
|
3.96K
$279K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28New |
$1.63K - $1.78K
|
28
$1.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
26+ 0.01% |
$1.51K - $1.65K
|
283K
$19.9M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 1.15% |
$1.45K - $1.59K
|
2.2K
$155K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 1.73% |
$1.28K - $1.4K
|
1.3K
$91.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 7.66% |
$1.1K - $1.21K
|
267
$18.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
17+ 4.72% |
$988 - $1.08K
|
377
$26.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 42.86% |
$872 - $952
|
50
$3.52K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
15+ 0.14% |
$872 - $952
|
10.5K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.12% |
$756 - $825
|
11K
$770K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
13New |
$756 - $825
|
13
$914
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 30.56% |
$639 - $698
|
47
$3.31K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 111.11% |
$581 - $635
|
19
$1.34K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.8% |
$581 - $635
|
567
$39.9K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 6.3% |
$465 - $508
|
135
$9.49K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 400.0% |
$465 - $508
|
10
$703
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$465 - $508
|
8
$563
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$465 - $508
|
8
$563
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.01% |
$407 - $444
|
72.2K
$5.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 2.94% |
$291 - $317
|
175
$12.3K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 1.13% |
$291 - $317
|
449
$31.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 2.39% |
$291 - $317
|
214
$15.1K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.97% |
$291 - $317
|
520
$36.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.03% |
$233 - $254
|
13.9K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 18.18% |
$233 - $254
|
26
$1.83K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 1.0% |
$174 - $190
|
303
$21.3K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.02% |
$174 - $190
|
15.2K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$174 - $190
|
7.29K
$513K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 1.02% |
$116 - $127
|
198
$13.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$116 - $127
|
2
$141
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 1.01% |
$116 - $127
|
201
$14.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$116 - $127
|
2
$141
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2+ 0.0% |
$116 - $127
|
71.3K
$5.02M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 4.55% |
$58.1 - $63.5
|
23
$1.62K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 10.0% |
$58.1 - $63.5
|
11
$774
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 2.38% |
$58.1 - $63.5
|
43
$3.02K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.84% |
$58.1 - $63.5
|
120
$8.44K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 3.3% |
$349 - $381
|
176
$12.4K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.23% |
$523 - $571
|
3.86K
$272K
|