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Plato Investment Management’s Equity Residential EQR Stock Holding History

Plato Investment Management’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
Q1 		$251K Hold
4,236
– – 0.02% 392
2025
Q4 		$268K Hold
4,236
– – 0.02% 385
2025
Q3 		$272K Buy
+4,236
New +$277K 0.02% 378

Other funds holding EQR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Plato Investment Management's EQR Position: Q1 2026 in Review

Plato Investment Management held its Equity Residential (EQR) position steady in Q1 2026 at 4,236 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #392.

Plato Investment Management first reported a position in EQR in Q3 2025 and has held it in 3 quarters since. The position peaked at $272K in Q3 2025. 703 funds tracked by Wall St. Rank hold EQR as of Q1 2026.

  • Plato Investment Management held 4,236 shares of Equity Residential worth $251K as of Q1 2026.
  • Plato Investment Management left its Equity Residential share count unchanged in Q1 2026.
  • Equity Residential made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #392 holding.
  • Plato Investment Management first reported a position in Equity Residential in Q3 2025 and has held it in 3 quarters since.
  • Plato Investment Management's Equity Residential position peaked at $272K in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Equity Residential as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.