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Basecamp Wealth Advisors’s EPR Properties EPR Stock Holding History

Basecamp Wealth 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 		$6.61K Sell
114
-65
-36% -$3.7K ﹤0.01% 1111
2026
Q1 		$8.94K Sell
179
-2
-1% -$110 ﹤0.01% 1048
2025
Q4 		$9.03K Buy
+181
New +$9.42K ﹤0.01% 993

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

Basecamp Wealth Advisors's EPR Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its EPR Properties (EPR) stake by 36% in Q2 2026, selling an estimated $3.7K and leaving 114 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Basecamp Wealth Advisors first reported a position in EPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.03K in Q4 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Basecamp Wealth Advisors held 114 shares of EPR Properties worth $6.61K as of Q2 2026.
  • Basecamp Wealth Advisors sold 65 EPR Properties shares in Q2 2026, an estimated $3.7K.
  • EPR Properties made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1111 holding.
  • Basecamp Wealth Advisors first reported a position in EPR Properties in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's EPR Properties position peaked at $9.03K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.