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1620 Investment Advisors’s EPR Properties EPR Stock Holding History

1620 Investment Advisors’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
21,172
-799
-4% -$45.4K 0.76% 28
2026
Q1 		$1.1M Buy
21,971
+184
+0.8% +$10.1K 0.74% 29
2025
Q4 		$1.09M Sell
21,787
-1,066
-5% -$55.5K 0.72% 29
2025
Q3 		$1.33M Buy
22,853
+11
+0% +$618 0.9% 22
2025
Q2 		$1.33M Buy
22,842
+7,696
+51% +$405K 0.94% 21
2025
Q1 		$797K Buy
15,146
+75
+0.5% +$3.68K 0.61% 38
2024
Q4 		$667K Buy
15,071
+219
+1% +$10K 0.51% 53
2024
Q3 		$728K Buy
14,852
+341
+2% +$15.6K 0.53% 49
2024
Q2 		$609K Buy
14,511
+1,188
+9% +$48.9K 0.47% 55
2024
Q1 		$566K Buy
13,323
+48
+0.4% +$2.09K 0.57% 59
2023
Q4 		$643K Sell
13,275
-211
-2% -$9.41K 0.7% 45
2023
Q3 		$560K Buy
13,486
+59
+0.4% +$2.6K 0.63% 52
2023
Q2 		$628K Sell
13,427
-17
-0.1% -$717 0.68% 47
2023
Q1 		$512K Buy
13,444
+261
+2% +$10.4K 0.62% 52
2022
Q4 		$497K Sell
13,183
-384
-3% -$14.9K 0.6% 58
2022
Q3 		$487K Buy
13,567
+134
+1% +$6.32K 0.72% 50
2022
Q2 		$630K Buy
13,433
+820
+7% +$41.5K 0.87% 38
2022
Q1 		$599K Hold
12,613
– – 0.65% 56
2021
Q4 		$599K Buy
+12,613
New +$626K 0.67% 54

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1620 Investment Advisors's EPR Position: Q2 2026 in Review

1620 Investment Advisors reduced its EPR Properties (EPR) stake by 3.6% in Q2 2026, selling an estimated $45.4K and leaving 21,172 shares worth $1.23M. The position accounts for 0.76% of the portfolio, ranked #28.

1620 Investment Advisors first reported a position in EPR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q2 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • 1620 Investment Advisors held 21,172 shares of EPR Properties worth $1.23M as of Q2 2026.
  • 1620 Investment Advisors sold 799 EPR Properties shares in Q2 2026, an estimated $45.4K.
  • EPR Properties made up 0.76% of 1620 Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • 1620 Investment Advisors first reported a position in EPR Properties in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's EPR Properties position peaked at $1.33M in Q2 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.