Arax Advisory Partners’s EPR Properties EPR Stock Holding History

Arax Advisory Partners’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	$986K	Buy	16,995 +10,633	+167%	+$605K	0.01%	1226
2026 Q1	$319K	Buy	6,362 +4,231	+199%	+$233K	0.01%	849
2025 Q4	$106K	Sell	2,131 -18,918	-90%	-$985K	﹤0.01%	1310
2025 Q3	$1.22M	Buy	21,049 +19,800	+1,585%	+$1.11M	0.02%	585
2025 Q2	$72.8K	Buy	1,249 +314	+34%	+$16.5K	﹤0.01%	1076
2025 Q1	$49.2K	Buy	935 +224	+32%	+$11K	﹤0.01%	954
2024 Q4	$31.5K	Buy	711 +82	+13%	+$3.76K	﹤0.01%	1044
2024 Q3	$30.8K	Buy	629 +290	+86%	+$13.2K	﹤0.01%	910
2024 Q2	$14.2K	Buy	+339	New	+$13.9K	﹤0.01%	1103

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 $3.37T AUM 44.26% 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

Arax Advisory Partners's EPR Position: Q2 2026 in Review

Arax Advisory Partners increased its EPR Properties (EPR) stake by 167% in Q2 2026, buying an estimated $605K and bringing the position to 16,995 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #1226.

Arax Advisory Partners first reported a position in EPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Arax Advisory Partners held 16,995 shares of EPR Properties worth $986K as of Q2 2026.
Arax Advisory Partners bought 10,633 EPR Properties shares in Q2 2026, an estimated $605K.
EPR Properties made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1226 holding.
Arax Advisory Partners first reported a position in EPR Properties in Q2 2024 and has held it in 9 quarters since.
Arax Advisory Partners's EPR Properties position peaked at $1.22M in Q3 2025.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.