Planning Strategies Inc.’s Equity Residential EQR Stock Holding History

Planning Strategies Inc.’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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SPIO

Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Planning Strategies Inc.'s EQR Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

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

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