Ares Financial Consulting
EPR icon

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
Q3 		$29.6K Buy
527
+6
+1% +$360 0.02% 330
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ares Financial Consulting's EPR Position: Q3 2026 in Review

Ares Financial Consulting increased its EPR Properties (EPR) stake by 1.2% in Q3 2026, buying an estimated $360 and bringing the position to 527 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #330.

Ares Financial Consulting first reported a position in EPR in Q4 2025 and has held it in 4 quarters since. The position peaked at $30.2K in Q2 2026. 401 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Ares Financial Consulting held 527 shares of EPR Properties worth $29.6K as of Q3 2026.
  • Ares Financial Consulting bought 6 EPR Properties shares in Q3 2026, an estimated $360.
  • EPR Properties made up 0.02% of Ares Financial Consulting's portfolio in Q3 2026, its #330 holding.
  • Ares Financial Consulting first reported a position in EPR Properties in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's EPR Properties position peaked at $30.2K in Q2 2026.
  • 401 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.