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Arrow Investment Advisors’s EPR Properties EPR Stock Holding History

Arrow Investment 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 		$236K Buy
+4,062
New +$231K 0.23% 42
2025
Q3 		– Sell
-3,523
Closed -$205K – 59
2025
Q2 		$205K Buy
+3,523
New +$186K 0.2% 39
2023
Q3 		– Sell
-4,338
Closed -$203K – 55
2023
Q2 		$203K Buy
+4,338
New +$183K 0.16% 40

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 $3.38T AUM 44.17% 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

Arrow Investment Advisors's EPR Position: Q2 2026 in Review

Arrow Investment Advisors opened a new position in EPR Properties (EPR) in Q2 2026: 4,062 shares worth $236K. The stake represents 0.23% of the portfolio and ranks #42 among its holdings. This is a return to the name: Arrow Investment Advisors previously reported a position in EPR as recently as Q2 2025.

Arrow Investment Advisors first reported a position in EPR in Q2 2023 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Arrow Investment Advisors held 4,062 shares of EPR Properties worth $236K as of Q2 2026.
  • EPR Properties was a new Arrow Investment Advisors position in Q2 2026.
  • EPR Properties made up 0.23% of Arrow Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Arrow Investment Advisors first reported a position in EPR Properties in Q2 2023 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Arrow Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.