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Planning Strategies’s Equity Residential EQR Stock Holding History

Planning Strategies’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 		$19.5K Buy
+287
New +$18.6K 0.01% 249

Other funds holding EQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Planning Strategies's EQR Position: Q2 2026 in Review

Planning Strategies opened a new position in Equity Residential (EQR) in Q2 2026: 287 shares worth $19.5K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

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

  • Planning Strategies held 287 shares of Equity Residential worth $19.5K as of Q2 2026.
  • Equity Residential was a new Planning Strategies position in Q2 2026.
  • Equity Residential made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #249 holding.
  • 665 funds tracked by Wall St. Rank held Equity Residential as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.