Plan A Wealth’s Equity Residential EQR Stock Holding History

Plan A Wealth’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Buy	+3,604	New	+$233K	0.1%	156

Other funds holding EQR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plan A Wealth's EQR Position: Q2 2026 in Review

Plan A Wealth opened a new position in Equity Residential (EQR) in Q2 2026: 3,604 shares worth $245K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings.

480 funds tracked by Wall St. Rank hold EQR as of Q2 2026.

Plan A Wealth held 3,604 shares of Equity Residential worth $245K as of Q2 2026.
Equity Residential was a new Plan A Wealth position in Q2 2026.
Equity Residential made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #156 holding.
480 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.