Creative Planning’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.3M | Buy |
157,272
+46,479
| +42% | +$2.87M | 0.01% | 734 |
|
|
2025
Q4 | $6.98M | Buy |
110,793
+78,505
| +243% | +$4.82M | 0.01% | 788 |
|
|
2025
Q3 | $2.09M | Buy |
32,288
+13,941
| +76% | +$912K | ﹤0.01% | 1509 |
|
|
2025
Q2 | $1.24M | Sell |
18,347
-3,327
| -15% | -$229K | ﹤0.01% | 1681 |
|
|
2025
Q1 | $1.55M | Sell |
21,674
-1,023
| -5% | -$72.2K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $1.63M | Buy |
22,697
+4,740
| +26% | +$348K | ﹤0.01% | 1272 |
|
|
2024
Q3 | $1.34M | Buy |
17,957
+1,310
| +8% | +$94.6K | ﹤0.01% | 1308 |
|
|
2024
Q2 | $1.15M | Buy |
16,647
+1,174
| +8% | +$76.4K | ﹤0.01% | 1300 |
|
|
2024
Q1 | $977K | Buy |
15,473
+5,250
| +51% | +$320K | ﹤0.01% | 1353 |
|
|
2023
Q4 | $625K | Sell |
10,223
-6,488
| -39% | -$375K | ﹤0.01% | 1541 |
|
|
2023
Q3 | $981K | Sell |
16,711
-5,928
| -26% | -$383K | ﹤0.01% | 1168 |
|
|
2023
Q2 | $1.49M | Buy |
22,639
+6,061
| +37% | +$379K | ﹤0.01% | 940 |
|
|
2023
Q1 | $995K | Sell |
16,578
-400
| -2% | -$24.6K | ﹤0.01% | 1083 |
|
|
2022
Q4 | $1M | Sell |
16,978
-622
| -4% | -$38.9K | ﹤0.01% | 1033 |
|
|
2022
Q3 | $1.18M | Buy |
17,600
+2,259
| +15% | +$167K | ﹤0.01% | 897 |
|
|
2022
Q2 | $1.11M | Buy |
15,341
+2,250
| +17% | +$179K | ﹤0.01% | 931 |
|
|
2022
Q1 | $1.18M | Buy |
13,091
+1,197
| +10% | +$106K | ﹤0.01% | 914 |
|
|
2021
Q4 | $1.08M | Buy |
11,894
+2,772
| +30% | +$238K | ﹤0.01% | 925 |
|
|
2021
Q3 | $738K | Buy |
9,122
+2,436
| +36% | +$201K | ﹤0.01% | 1095 |
|
|
2021
Q2 | $515K | Sell |
6,686
-6,757
| -50% | -$511K | ﹤0.01% | 1263 |
|
|
2021
Q1 | $963K | Buy |
13,443
+2,134
| +19% | +$141K | ﹤0.01% | 1047 |
|
|
2020
Q4 | $670K | Buy |
11,309
+1,300
| +13% | +$73.5K | ﹤0.01% | 1150 |
|
|
2020
Q3 | $514K | Buy |
10,009
+2,931
| +41% | +$162K | ﹤0.01% | 1121 |
|
|
2020
Q2 | $416K | Sell |
7,078
-1,408
| -17% | -$87.2K | ﹤0.01% | 1124 |
|
|
2020
Q1 | $524K | Buy |
8,486
+2,324
| +38% | +$180K | ﹤0.01% | 917 |
|
|
2019
Q4 | $499K | Buy |
6,162
+104
| +2% | +$8.85K | ﹤0.01% | 1110 |
|
|
2019
Q3 | $523K | Buy |
6,058
+89
| +1% | +$7.28K | ﹤0.01% | 1034 |
|
|
2019
Q2 | $453K | Sell |
5,969
-571
| -9% | -$43.6K | ﹤0.01% | 1137 |
|
|
2019
Q1 | $493K | Buy |
6,540
+179
| +3% | +$12.9K | ﹤0.01% | 1032 |
|
|
2018
Q4 | $420K | Buy |
6,361
+693
| +12% | +$46.5K | ﹤0.01% | 1049 |
|
|
2018
Q3 | $376K | Sell |
5,668
-23
| -0.4% | -$1.52K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $362K | Sell |
5,691
-78
| -1% | -$4.86K | ﹤0.01% | 1256 |
|
|
2018
Q1 | $356K | Buy |
5,769
+196
| +4% | +$11.6K | ﹤0.01% | 1258 |
|
|
2017
Q4 | $355K | Sell |
5,573
-249
| -4% | -$16.6K | ﹤0.01% | 1267 |
|
|
2017
Q3 | $384K | Buy |
5,822
+472
| +9% | +$31.6K | ﹤0.01% | 1177 |
|
|
2017
Q2 | $352K | Sell |
5,350
-208
| -4% | -$13.6K | ﹤0.01% | 1193 |
|
|
2017
Q1 | $346K | Sell |
5,558
-224
| -4% | -$14K | ﹤0.01% | 1181 |
|
|
2016
Q4 | $372K | Buy |
5,782
+2,098
| +57% | +$129K | ﹤0.01% | 1079 |
|
|
2016
Q3 | $237K | Buy |
3,684
+1,325
| +56% | +$88.4K | ﹤0.01% | 1309 |
|
|
2016
Q2 | $163K | Sell |
2,359
-30
| -1% | -$2.06K | ﹤0.01% | 1358 |
|
|
2016
Q1 | $179K | Sell |
2,389
-363
| -13% | -$27.2K | ﹤0.01% | 1270 |
|
|
2015
Q4 | $225K | Sell |
2,752
-692
| -20% | -$54.6K | ﹤0.01% | 1135 |
|
|
2015
Q3 | $259K | Buy |
+3,444
| New | +$253K | ﹤0.01% | 1042 |
|
|
2015
Q2 | – | Sell |
-5,186
| Closed | -$404K | – | 1665 |
|
|
2015
Q1 | $404K | Buy |
5,186
+207
| +4% | +$16.2K | ﹤0.01% | 832 |
|
|
2014
Q4 | $358K | Buy |
4,979
+2,075
| +71% | +$144K | ﹤0.01% | 848 |
|
|
2014
Q3 | $179K | Buy |
2,904
+1,880
| +184% | +$121K | ﹤0.01% | 1118 |
|
|
2014
Q2 | $65K | Buy |
1,024
+444
| +77% | +$27K | ﹤0.01% | 1700 |
|
|
2014
Q1 | $34K | Sell |
580
-918
| -61% | -$51.8K | ﹤0.01% | 2046 |
|
|
2013
Q4 | $78K | Buy |
1,498
+270
| +22% | +$14.2K | ﹤0.01% | 1335 |
|
|
2013
Q3 | $66K | Buy |
1,228
+629
| +105% | +$34.7K | ﹤0.01% | 1356 |
|
|
2013
Q2 | $35K | Buy |
+599
| New | +$34.4K | ﹤0.01% | 1580 |
|
Other funds holding EQR
VPM
VCM
AAMU
Creative Planning's EQR Position: Q1 2026 in Review
Creative Planning increased its Equity Residential (EQR) stake by 42% in Q1 2026, buying an estimated $2.87M and bringing the position to 157,272 shares worth $9.3M. The position accounts for 0.01% of the portfolio, ranked #734.
Creative Planning first reported a position in EQR in Q2 2013 and has held it in 51 quarters since. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.
- Creative Planning held 157,272 shares of Equity Residential worth $9.3M as of Q1 2026.
- Creative Planning bought 46,479 Equity Residential shares in Q1 2026, an estimated $2.87M.
- Equity Residential made up 0.01% of Creative Planning's portfolio in Q1 2026, its #734 holding.
- Creative Planning first reported a position in Equity Residential in Q2 2013 and has held it in 51 quarters since.
- 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.