BIAS
EPR icon

Beacon Investment Advisory Services’s EPR Properties EPR Stock Holding History

Beacon Investment Advisory Services’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 		$23.2K Hold
400
– – ﹤0.01% 526
2026
Q1 		$20K Buy
+400
New +$22K ﹤0.01% 541

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

Beacon Investment Advisory Services's EPR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its EPR Properties (EPR) position steady in Q2 2026 at 400 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Beacon Investment Advisory Services first reported a position in EPR in Q1 2026 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Beacon Investment Advisory Services held 400 shares of EPR Properties worth $23.2K as of Q2 2026.
  • Beacon Investment Advisory Services left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #526 holding.
  • Beacon Investment Advisory Services first reported a position in EPR Properties in Q1 2026 and has held it in 2 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.