Advisor OS’s EPR Properties EPR Stock Holding History

Advisor OS’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	$384K	Sell	6,621 -269	-4%	-$15.3K	0.03%	381
2026 Q1	$344K	Buy	+6,890	New	+$379K	0.02%	399

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor OS's EPR Position: Q2 2026 in Review

Advisor OS reduced its EPR Properties (EPR) stake by 3.9% in Q2 2026, selling an estimated $15.3K and leaving 6,621 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #381.

Advisor OS first reported a position in EPR in Q1 2026 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Advisor OS held 6,621 shares of EPR Properties worth $384K as of Q2 2026.
Advisor OS sold 269 EPR Properties shares in Q2 2026, an estimated $15.3K.
EPR Properties made up 0.03% of Advisor OS's portfolio in Q2 2026, its #381 holding.
Advisor OS first reported a position in EPR Properties in Q1 2026 and has held it in 2 quarters since.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.