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Ancora Advisors’s EPR Properties EPR Stock Holding History

Ancora 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 		$1.1K Sell
19
-1,601
-99% -$91K ﹤0.01% 1851
2026
Q1 		$80.9K Buy
+1,620
New +$89.1K ﹤0.01% 974
2025
Q4 		– Sell
-19
Closed -$1.1K – 2457
2025
Q3 		$1.1K Buy
+19
New +$1.07K ﹤0.01% 1761
2024
Q3 		– Sell
-112
Closed -$4.7K – 1812
2024
Q2 		$4.7K Buy
+112
New +$4.61K ﹤0.01% 1449
2018
Q4 		– Sell
-98
Closed -$7K – 778
2018
Q3 		$7K Buy
+98
New +$6.66K ﹤0.01% 1222

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

Ancora Advisors's EPR Position: Q2 2026 in Review

Ancora Advisors reduced its EPR Properties (EPR) stake by 99% in Q2 2026, selling an estimated $91K and leaving 19 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Ancora Advisors first reported a position in EPR in Q3 2018 and has held it in 5 quarters since. The position peaked at $80.9K in Q1 2026. 487 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Ancora Advisors held 19 shares of EPR Properties worth $1.1K as of Q2 2026.
  • Ancora Advisors sold 1,601 EPR Properties shares in Q2 2026, an estimated $91K.
  • EPR Properties made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1851 holding.
  • Ancora Advisors first reported a position in EPR Properties in Q3 2018 and has held it in 5 quarters since.
  • Ancora Advisors's EPR Properties position peaked at $80.9K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.