Back to EQR

Creative Planning → EQR

Creative Planning EQR Position History

Equity Residential • Real Estate

Quarters held
16
Latest value
$6.4M
Q3 2026
Peak value
$22.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$755K
Q3 2025$9K
Q3 2025$2.1M
Q3 2025$13K
Q4 2025$7M
Q4 2025$1.4M
Q1 2026$9.3M
Q1 2026$6.8M
Q2 2026$72K
Q2 2026$16.3M
Q2 2026$71K
Q2 2026$7.4M
Q3 2026$126K
Q3 2026$22.5M
Q3 2026$59K
Q3 2026$6.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.4M437.9K——
Q3 2026$59K4.0K——
Q3 2026$22.5M370.3K——
Q3 2026$126K2.1K——
Q2 2026$7.4M402.0K——
Q2 2026$71K3.9K——
Q2 2026$16.3M240.3K——
Q2 2026$72K1.1K——
Q1 2026$6.8M418.8K——
Q1 2026$9.3M157.3K——
Q4 2025$1.4M381.7K——
Q4 2025$7M110.8K——
Q3 2025$13K202——
Q3 2025$2.1M32.1K——
Q3 2025$9K4.2K——
Q3 2025$755K346.2K——

Other funds holding EQR

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning EQR Holdings: 13F Position History | Track13F