EQUITY RESIDENTIAL

Ticker: EQR CUSIP: 29476L107 Class: SH BEN INT

EXENCIAL WEALTH ADVISORS, LLC's Holding History (CIK: 0001576151)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,995 Value ($000) $819 Avg Close $60.67 Range $57.74 - $64.15
Q3 2025
Shares 12,540 Value ($000) $812 Avg Close $64.02 Range $60.38 - $67.04
Q2 2025
Shares 11,466 Value ($000) $774 Avg Close $66.62 Range $57.55 - $70.13
Q1 2025
Shares 12,873 Value ($000) $921 Avg Close $67.76 Range $63.93 - $72.77
Q4 2024
Shares 13,131 Value ($000) $942 Avg Close $69.80 Range $65.50 - $74.42
Q3 2024
Shares 13,469 Value ($000) $1,003 Avg Close $68.08 Range $62.74 - $74.25
Q2 2024
Shares 14,599 Value ($000) $1,012 Avg Close $60.70 Range $55.48 - $64.97
Q1 2024
Shares 16,698 Value ($000) $1,054 Avg Close $56.22 Range $52.91 - $59.19
Q4 2023
Shares 19,079 Value ($000) $1,167 Avg Close $52.84 Range $48.00 - $57.54
Q3 2023
Shares 26,190 Value ($000) $1,538 Avg Close $58.39 Range $53.01 - $62.71
Q2 2023
Shares 30,540 Value ($000) $2,015 Avg Close $55.91 Range $52.11 - $59.99
Q1 2023
Shares 31,954 Value ($000) $1,917 Avg Close $54.27 Range $48.79 - $59.20
Q4 2022
Shares 34,849 Value ($000) $2,056 Avg Close $54.69 Range $50.81 - $60.35
Q3 2022
Shares 37,060 Value ($000) $2,491 Avg Close $64.07 Range $57.30 - $70.04
Q2 2022
Shares 40,604 Value ($000) $2,932 Avg Close $68.15 Range $57.92 - $80.96
Q1 2022
Shares 40,529 Value ($000) $3,644 Avg Close $75.29 Range $69.87 - $79.86
Q4 2021
Shares 38,569 Value ($000) $3,491 Avg Close $72.84 Range $67.91 - $77.73
Q3 2021
Shares 37,448 Value ($000) $3,030 Avg Close $69.44 Range $64.62 - $72.31
Q1 2021
Shares 34,108 Value ($000) $2,443 Avg Close $54.78 Range $46.97 - $62.96