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Equity Residential shares owned by Planning Strategies

Quarter-by-quarter ownership of Equity Residential (EQR) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Equity Residential

Tip: Access up to 7 years of quarterly data

All positions including Equity Residential held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equity Residential by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 287 67.93

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Equity Residential

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
T. Rowe Price Associates
APG Asset Management US
Geode Capital Management
First Eagle Investment Management
FMR
Cohen & Steers Capital Management
Northern Trust
Invesco
Dimensional Fund Advisors
Legal & General Group
Charles Schwab Investment Management

View all funds holding Equity Residential