Bank of America
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Bank of America’s EPR Properties EPR Stock Holding History

Bank of America’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 		$16.7M Sell
287,981
-64,068
-18% -$3.64M ﹤0.01% 2646
2026
Q1 		$17.6M Sell
352,049
-79,021
-18% -$4.34M ﹤0.01% 2507
2025
Q4 		$21.5M Buy
431,070
+44,558
+12% +$2.32M ﹤0.01% 2241
2025
Q3 		$22.4M Buy
386,512
+137,778
+55% +$7.74M ﹤0.01% 2515
2025
Q2 		$14.5M Buy
248,734
+12,333
+5% +$650K ﹤0.01% 2864
2025
Q1 		$12.4M Buy
236,401
+105,047
+80% +$5.15M ﹤0.01% 2917
2024
Q4 		$5.82M Buy
131,354
+11,907
+10% +$546K ﹤0.01% 3443
2024
Q3 		$5.86M Buy
119,447
+31,595
+36% +$1.44M ﹤0.01% 3591
2024
Q2 		$3.69M Sell
87,852
-4,147
-5% -$171K ﹤0.01% 3898
2024
Q1 		$3.91M Buy
91,999
+24,754
+37% +$1.08M ﹤0.01% 3849
2023
Q4 		$3.26M Sell
67,245
-14,539
-18% -$648K ﹤0.01% 3925
2023
Q3 		$3.4M Sell
81,784
-70,343
-46% -$3.1M ﹤0.01% 3764
2023
Q2 		$7.12M Sell
152,127
-61,200
-29% -$2.58M ﹤0.01% 3049
2023
Q1 		$8.13M Buy
213,327
+32,340
+18% +$1.29M ﹤0.01% 3035
2022
Q4 		$6.83M Sell
180,987
-24,303
-12% -$946K ﹤0.01% 3085
2022
Q3 		$7.36M Sell
205,290
-293,147
-59% -$13.8M ﹤0.01% 2931
2022
Q2 		$23.4M Buy
498,437
+309,868
+164% +$15.7M ﹤0.01% 1868
2022
Q1 		$10.3M Buy
188,569
+34,002
+22% +$1.65M ﹤0.01% 2837
2021
Q4 		$7.34M Buy
154,567
+30,181
+24% +$1.5M ﹤0.01% 3264
2021
Q3 		$6.14M Sell
124,386
-593,786
-83% -$30.1M ﹤0.01% 3363
2021
Q2 		$37.8M Sell
718,172
-561,409
-44% -$27.9M ﹤0.01% 1568
2021
Q1 		$59.6M Sell
1,279,581
-323,996
-20% -$13.7M 0.01% 1181
2020
Q4 		$52.1M Buy
1,603,577
+1,509,636
+1,607% +$44.4M 0.01% 1149
2020
Q3 		$2.58M Sell
93,941
-1,450,831
-94% -$45.4M ﹤0.01% 3469
2020
Q2 		$51.2M Sell
1,544,772
-545,960
-26% -$16.2M 0.01% 1011
2020
Q1 		$50.6M Buy
2,090,732
+1,241,026
+146% +$71.2M 0.01% 945
2019
Q4 		$60M Sell
849,706
-138,369
-14% -$10.2M 0.01% 1064
2019
Q3 		$75.9M Sell
988,075
-8,391
-0.8% -$639K 0.01% 885
2019
Q2 		$74.3M Sell
996,466
-16,195
-2% -$1.26M 0.01% 889
2019
Q1 		$77.9M Buy
1,012,661
+2,535
+0.3% +$184K 0.01% 851
2018
Q4 		$64.7M Sell
1,010,126
-88,829
-8% -$6.11M 0.01% 863
2018
Q3 		$75.2M Sell
1,098,955
-88,889
-7% -$6.04M 0.01% 856
2018
Q2 		$77M Sell
1,187,844
-202,432
-15% -$12M 0.01% 825
2018
Q1 		$77M Sell
1,390,276
-46,526
-3% -$2.7M 0.01% 821
2017
Q4 		$94.1M Sell
1,436,802
-158,059
-10% -$10.8M 0.02% 759
2017
Q3 		$111M Buy
1,594,861
+130,683
+9% +$9.2M 0.02% 713
2017
Q2 		$105M Sell
1,464,178
-19,327
-1% -$1.41M 0.02% 686
2017
Q1 		$109M Sell
1,483,505
-125,452
-8% -$9.26M 0.02% 654
2016
Q4 		$115M Sell
1,608,957
-9,881
-0.6% -$706K 0.03% 608
2016
Q3 		$127M Sell
1,618,838
-66,318
-4% -$5.3M 0.03% 543
2016
Q2 		$136M Buy
1,685,156
+187,290
+13% +$13.2M 0.03% 514
2016
Q1 		$99.8M Buy
1,497,866
+18,033
+1% +$1.1M 0.02% 605
2015
Q4 		$86.5M Sell
1,479,833
-51,960
-3% -$2.9M 0.02% 722
2015
Q3 		$79M Buy
1,531,793
+12,889
+0.8% +$698K 0.02% 749
2015
Q2 		$83.2M Buy
1,518,904
+56,707
+4% +$3.29M 0.03% 644
2015
Q1 		$87.8M Buy
1,462,197
+113,435
+8% +$6.96M 0.03% 568
2014
Q4 		$77.7M Buy
1,348,762
+60,199
+5% +$3.34M 0.03% 642
2014
Q3 		$65.3M Buy
1,288,563
+29,203
+2% +$1.61M 0.02% 718
2014
Q2 		$70.4M Buy
1,259,360
+22,266
+2% +$1.21M 0.02% 675
2014
Q1 		$66M Sell
1,237,094
-16,145
-1% -$833K 0.02% 641
2013
Q4 		$61.6M Buy
1,253,239
+61,234
+5% +$3.07M 0.02% 682
2013
Q3 		$58.1M Buy
1,192,005
+40,856
+4% +$2.06M 0.02% 661
2013
Q2 		$57.9M Buy
+1,151,149
New +$62.5M 0.02% 622

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 $3.37T AUM 44.26% 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

Bank of America's EPR Position: Q2 2026 in Review

Bank of America reduced its EPR Properties (EPR) stake by 18% in Q2 2026, selling an estimated $3.64M and leaving 287,981 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Bank of America first reported a position in EPR in Q2 2013 and has held it in 53 quarters since. The position peaked at $136M in Q2 2016. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Bank of America held 287,981 shares of EPR Properties worth $16.7M as of Q2 2026.
  • Bank of America sold 64,068 EPR Properties shares in Q2 2026, an estimated $3.64M.
  • EPR Properties made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2646 holding.
  • Bank of America first reported a position in EPR Properties in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's EPR Properties position peaked at $136M in Q2 2016.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.