Creative Planning’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,672
| Closed | -$18.8K | – | 3816 |
|
|
2025
Q1 | $18.8K | Sell |
11,672
-6,994
| -37% | -$11.8K | ﹤0.01% | 3408 |
|
|
2024
Q4 | $33K | Sell |
18,666
-734
| -4% | -$11.3K | ﹤0.01% | 3293 |
|
|
2024
Q3 | $386K | Buy |
19,400
+551
| +3% | +$11K | ﹤0.01% | 2321 |
|
|
2024
Q2 | $366K | Buy |
18,849
+2,130
| +13% | +$40.6K | ﹤0.01% | 2197 |
|
|
2024
Q1 | $316K | Sell |
16,719
-917
| -5% | -$17.4K | ﹤0.01% | 2209 |
|
|
2023
Q4 | $339K | Buy |
17,636
+1,287
| +8% | +$24.3K | ﹤0.01% | 2005 |
|
|
2023
Q3 | $300K | Buy |
+16,349
| New | +$317K | ﹤0.01% | 1944 |
|
|
2017
Q4 | – | Sell |
-7,008
| Closed | -$213K | – | 2016 |
|
|
2017
Q3 | $213K | Buy |
7,008
+1,611
| +30% | +$49.8K | ﹤0.01% | 1570 |
|
|
2017
Q2 | $171K | Hold |
5,397
| – | – | ﹤0.01% | 1614 |
|
|
2017
Q1 | $168K | Sell |
5,397
-671
| -11% | -$20.8K | ﹤0.01% | 1600 |
|
|
2016
Q4 | $184K | Buy |
6,068
+250
| +4% | +$7.4K | ﹤0.01% | 1454 |
|
|
2016
Q3 | $176K | Sell |
5,818
-141
| -2% | -$4.26K | ﹤0.01% | 1468 |
|
|
2016
Q2 | $174K | Buy |
5,959
+1,202
| +25% | +$34.2K | ﹤0.01% | 1322 |
|
|
2016
Q1 | $134K | Sell |
4,757
-1,344
| -22% | -$36.3K | ﹤0.01% | 1452 |
|
|
2015
Q4 | $169K | Buy |
6,101
+3,491
| +134% | +$97.8K | ﹤0.01% | 1304 |
|
|
2015
Q3 | $71K | Buy |
+2,610
| New | +$69.2K | ﹤0.01% | 1806 |
|
|
2015
Q2 | – | Sell |
-1,335
| Closed | -$35K | – | 3116 |
|
|
2015
Q1 | $35K | Buy |
1,335
+420
| +46% | +$11K | ﹤0.01% | 2275 |
|
|
2014
Q4 | $23K | Buy |
915
+432
| +89% | +$11K | ﹤0.01% | 2560 |
|
|
2014
Q3 | $12K | Buy |
+483
| New | +$12.9K | ﹤0.01% | 2858 |
|
|
2014
Q2 | – | Sell |
-478
| Closed | -$13K | – | 3992 |
|
|
2014
Q1 | $13K | Sell |
478
-345
| -42% | -$8.82K | ﹤0.01% | 2641 |
|
|
2013
Q4 | $19K | Buy |
823
+390
| +90% | +$9.25K | ﹤0.01% | 2222 |
|
|
2013
Q3 | $9K | Buy |
433
+160
| +59% | +$3.81K | ﹤0.01% | 2514 |
|
|
2013
Q2 | $6K | Buy |
+273
| New | +$5.89K | ﹤0.01% | 2493 |
|
Other funds holding EQC
Creative Planning's EQC Position: Q2 2025 in Review
Creative Planning sold out of Equity Commonwealth (EQC) in Q2 2025, closing a stake of 11,672 shares — an estimated $18.8K sold.
Creative Planning first reported a position in EQC in Q2 2013 and held it in 23 quarters. The position peaked at $386K in Q3 2024. 3 funds tracked by Wall St. Rank hold EQC as of Q2 2025.
- Creative Planning reported no remaining Equity Commonwealth position as of Q2 2025 after selling out during the quarter.
- Creative Planning sold 11,672 Equity Commonwealth shares in Q2 2025, an estimated $18.8K.
- Creative Planning first reported a position in Equity Commonwealth in Q2 2013 and held it in 23 quarters.
- Creative Planning's Equity Commonwealth position peaked at $386K in Q3 2024.
- 3 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2025.
Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.