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Action Point Financial Planning’s EPR Properties EPR Stock Holding History

Action Point Financial Planning’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 		$3.89K Buy
+68
New +$3.87K ﹤0.01% 1931

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

Action Point Financial Planning's EPR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in EPR Properties (EPR) in Q2 2026: 68 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #1931 among its holdings.

486 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Action Point Financial Planning held 68 shares of EPR Properties worth $3.89K as of Q2 2026.
  • EPR Properties was a new Action Point Financial Planning position in Q2 2026.
  • EPR Properties made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1931 holding.
  • 486 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.