Purchases and Sales Made in Q4 2024 in Equity Residential (EQR)
This table provides information about the institutional ownership of Equity Residential (EQR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 25.35% |
$10.1K - $11.3K
|
722
$51.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
139+ 2.03% |
$9.61K - $10.8K
|
7K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
128+ 1.97% |
$8.85K - $9.92K
|
6.62K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
125+ 3.91% |
$8.64K - $9.69K
|
3.33K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
123+ 24.4% |
$8.5K - $9.53K
|
627
$44.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
121+ 0.2% |
$8.36K - $9.38K
|
59.4K
$4.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.41% |
$8.29K - $9.3K
|
29.3K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
107+ 0.54% |
$7.4K - $8.29K
|
20.1K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
100+ 62.5% |
$6.91K - $7.75K
|
260
$18.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
100New |
$6.91K - $7.75K
|
100
$7.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
95+ 0.94% |
$6.57K - $7.36K
|
10.2K
$732K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
88+ 2.11% |
$6.08K - $6.82K
|
4.26K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
83+ 5.29% |
$5.74K - $6.43K
|
1.65K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
81New |
$5.6K - $6.28K
|
81
$5.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 1.2% |
$5.6K - $6.28K
|
6.83K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
80+ 12.54% |
$5.53K - $6.2K
|
718
$51.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 15.54% |
$5.39K - $6.04K
|
580
$41.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
77+ 1.94% |
$5.32K - $5.97K
|
4.04K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
76+ 0.12% |
$5.25K - $5.89K
|
63.1K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
72New |
$4.98K - $5.58K
|
72
$5.15K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 13.89% |
$4.56K - $5.11K
|
541
$38.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
64New |
$4.42K - $4.96K
|
64
$4.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
57+ 4.23% |
$3.94K - $4.42K
|
1.41K
$101K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
55New |
$3.8K - $4.26K
|
55
$3.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
53+ 0.88% |
$3.66K - $4.11K
|
6.11K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
50+ 1.66% |
$3.46K - $3.87K
|
3.06K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
50New |
$3.46K - $3.87K
|
50
$3.58K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
47New |
$3.25K - $3.64K
|
47
$3.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
46+ 0.1% |
$3.18K - $3.56K
|
45.2K
$3.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 15.59% |
$2.83K - $3.18K
|
304
$21.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
41+ 0.82% |
$2.83K - $3.18K
|
5.06K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
41+ 0.94% |
$2.83K - $3.18K
|
4.4K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$2.76K - $3.1K
|
40
$2.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$2.76K - $3.1K
|
40
$2.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
38+ 6.17% |
$2.63K - $2.94K
|
654
$46.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 82.61% |
$2.63K - $2.94K
|
84
$6.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
33+ 0.26% |
$2.28K - $2.56K
|
12.9K
$926K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
33+ 1.27% |
$2.28K - $2.56K
|
2.64K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
33+ 1.01% |
$2.28K - $2.56K
|
3.31K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
31+ 5.14% |
$2.14K - $2.4K
|
634
$45.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.25% |
$1.87K - $2.09K
|
10.8K
$776K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 6.16% |
$1.87K - $2.09K
|
465
$33.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27+ 0.58% |
$1.87K - $2.09K
|
4.71K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 4.48% |
$1.66K - $1.86K
|
560
$40.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23+ 6.34% |
$1.59K - $1.78K
|
386
$27.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
20New |
$1.38K - $1.55K
|
20
$1.43K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.38K - $1.55K
|
20
$1.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.38K - $1.55K
|
20
$1.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
17+ 34.69% |
$1.18K - $1.32K
|
66
$4.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
16+ 0.52% |
$1.11K - $1.24K
|
3.1K
$222K
|