Ashton Thomas Private Wealth’s EPR Properties EPR Stock Holding History

Ashton Thomas Private Wealth’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	$246K	Buy	4,246 +227	+6%	+$12.9K	0.01%	1065
2026 Q1	$201K	Buy	+4,019	New	+$221K	﹤0.01%	1055
2024 Q3	–	Sell	-1,302	Closed	-$54.7K	–	980
2024 Q2	$54.7K	Buy	+1,302	New	+$53.6K	﹤0.01%	889
2022 Q3	–	Sell	-13,034	Closed	-$612K	–	452
2022 Q2	$612K	Sell	13,034 -8,108	-38%	-$411K	0.07%	280
2022 Q1	$1.16M	Buy	+21,142	New	+$1.02M	0.1%	227

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

Ashton Thomas Private Wealth's EPR Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its EPR Properties (EPR) stake by 5.6% in Q2 2026, buying an estimated $12.9K and bringing the position to 4,246 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1065.

Ashton Thomas Private Wealth first reported a position in EPR in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.16M in Q1 2022. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Ashton Thomas Private Wealth held 4,246 shares of EPR Properties worth $246K as of Q2 2026.
Ashton Thomas Private Wealth bought 227 EPR Properties shares in Q2 2026, an estimated $12.9K.
EPR Properties made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1065 holding.
Ashton Thomas Private Wealth first reported a position in EPR Properties in Q1 2022 and has held it in 5 quarters since.
Ashton Thomas Private Wealth's EPR Properties position peaked at $1.16M in Q1 2022.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.