Strs Ohio significantly increased its stake in Ventas, Inc. (NYSE:VTR) by 22.4% during Q1, now holding 797,951 shares valued at approximately $65.3 million. Institutional investors and hedge funds collectively own 94.18% of the real estate investment trust. Analysts maintain a "Moderate Buy" rating for VTR, with a consensus target price of $96.00, and several firms have raised their price targets.

Strs Ohio reduced its stake in Equinix, Inc. (NASDAQ:EQIX) by 8.8% in the first quarter, selling 10,591 shares and holding 109,973 shares valued at $107.8 million. Despite this, other institutional investors increased their holdings. Equinix reported strong Q1 earnings, beating consensus estimates, and issued FY 2026 guidance, while analysts have set various price targets and ratings.

Magnolia Group LLC has acquired a new position in NVR, Inc. (NYSE:NVR) during the first quarter, purchasing 490 shares valued at approximately $3.23 million, making NVR its 12th largest holding. Other institutional investors like Keybank National Association OH and USS Investment Management Ltd also increased their stakes in the homebuilder. Despite some analyst downgrades, NVR currently holds an average "Hold" rating from analysts with an average target price of $7,649.33.

Strs Ohio reduced its stake in The Charles Schwab Corporation (SCHW) by 5.5% in the first quarter, selling over 60,000 shares but still holding 1.03 million shares valued at $97.2 million. Despite this reduction, Wall Street analysts generally maintain a "Moderate Buy" rating for SCHW with an average price target of $116.00. The company reported better-than-expected first-quarter results with EPS of $1.43 and revenue of $6.48 billion, alongside a quarterly dividend payment.

Strs Ohio reduced its stake in Simon Property Group (NYSE:SPG) by 1.9% in Q1 2026, selling 7,212 shares but retaining a significant holding valued at $69.1 million. Despite this sale, the company maintains strong fundamentals, including a raised dividend, and exceeded Q1 EPS and revenue estimates. Analyst sentiment is mixed, with some downgrades but an average "Hold" rating and a price target of $211.47, while insiders have recently acquired shares.

Strs Ohio decreased its stake in Intel Corporation by 13.2% in the first quarter, selling 237,280 shares to hold 1,566,651 shares valued at $69.1 million. Despite this, institutional ownership remains significant, with major firms like Vanguard and State Street increasing their positions. Analysts are divided on Intel, with a consensus "Hold" rating and an average price target of $96.69, though some have upgraded the stock and raised price targets.

Strs Ohio reduced its stake in The Boeing Company by 9.7% in the first quarter, selling 50,145 shares and retaining 468,344 shares valued at $93.2 million. Despite this, institutional investors still hold a majority of Boeing stock, and analyst sentiment generally remains positive, with a "Moderate Buy" rating and an average price target of $261.61. Boeing's operating outlook is supported by new demand and recovery trends, including a recent China Southern order, improved delivery momentum, and strong defense backlog, while the company also surpassed Q1 EPS and revenue estimates.

Strs Ohio increased its stake in Digital Realty Trust, Inc. (NYSE:DLR) by 4.5% in the first quarter, now owning 539,831 shares worth $97.28 million. Other institutional investors have also adjusted their positions, with Norges Bank and Cohen & Steers Inc. making significant purchases. Analysts currently rate Digital Realty Trust as a "Moderate Buy" with an average price target of $216.81.

Peregrine Asset Advisers Inc. significantly increased its stake in Old Dominion Freight Line (NASDAQ:ODFL) by 56.6% in the first quarter, holding 26,546 shares valued at $5.19 million. Old Dominion Freight Line reported better-than-expected Q1 earnings with $1.14 per share, though revenue saw a slight year-over-year decline. The company currently holds an average "Hold" rating from analysts, with a target price of $218.57, despite some insider selling activity.

Keybank National Association OH significantly increased its stake in Arista Networks, Inc. (NYSE:ANET) by 43.9% in the first quarter, now owning 295,180 shares valued at $36.24 million. Other institutional investors have also adjusted their holdings, and insider activity shows recent sales by CEO Jayshree Ullal and major shareholder Andreas Bechtolsheim. Analysts largely maintain a "Buy" rating on Arista Networks, with an average price target of $187.63, following the company's strong first-quarter earnings and optimistic guidance.