Atlas Capital Advisors’s EPR Properties EPR Stock Holding History

Atlas Capital 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	$285K	Sell	4,909 -1,664	-25%	-$94.6K	0.03%	391
2026 Q1	$328K	Hold	6,573	–	–	0.04%	325
2025 Q4	$328K	Buy	+6,573	New	+$342K	0.04%	330
2025 Q2	$673K	Buy	11,550 +1,890	+20%	+$99.6K	0.08%	201
2025 Q1	$508K	Buy	+9,660	New	+$474K	0.06%	253
2024 Q4	–	Sell	-140	Closed	-$6.87K	–	934
2024 Q3	$6.87K	Buy	+140	New	+$6.39K	﹤0.01%	752
2024 Q1	–	Sell	-4,872	Closed	-$236K	–	917
2023 Q4	$236K	Buy	4,872 +1,445	+42%	+$64.4K	0.03%	338
2023 Q3	$142K	Buy	3,427 +2,054	+150%	+$90.4K	0.02%	395
2023 Q2	$64.3K	Buy	+1,373	New	+$57.9K	0.01%	538

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

Atlas Capital Advisors's EPR Position: Q2 2026 in Review

Atlas Capital Advisors reduced its EPR Properties (EPR) stake by 25% in Q2 2026, selling an estimated $94.6K and leaving 4,909 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #391.

Atlas Capital Advisors first reported a position in EPR in Q2 2023 and has held it in 9 quarters since. The position peaked at $673K in Q2 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Atlas Capital Advisors held 4,909 shares of EPR Properties worth $285K as of Q2 2026.
Atlas Capital Advisors sold 1,664 EPR Properties shares in Q2 2026, an estimated $94.6K.
EPR Properties made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #391 holding.
Atlas Capital Advisors first reported a position in EPR Properties in Q2 2023 and has held it in 9 quarters since.
Atlas Capital Advisors's EPR Properties position peaked at $673K in Q2 2025.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.