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Ares Financial Consulting’s EPR Properties EPR Stock Holding History

Ares Financial Consulting’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 		$30.2K Buy
521
+5
+1% +$284 0.02% 325
2026
Q1 		$25.9K Buy
516
+186
+56% +$10.2K 0.02% 337
2025
Q4 		$16.5K Buy
+330
New +$17.2K 0.02% 287

Other funds holding EPR

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ares Financial Consulting's EPR Position: Q2 2026 in Review

Ares Financial Consulting increased its EPR Properties (EPR) stake by 0.97% in Q2 2026, buying an estimated $284 and bringing the position to 521 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #325.

Ares Financial Consulting first reported a position in EPR in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Ares Financial Consulting held 521 shares of EPR Properties worth $30.2K as of Q2 2026.
  • Ares Financial Consulting bought 5 EPR Properties shares in Q2 2026, an estimated $284.
  • EPR Properties made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #325 holding.
  • Ares Financial Consulting first reported a position in EPR Properties in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.