Bell Investment Advisors’s EPR Properties EPR Stock Holding History

Bell Investment 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	$6.67K	Hold	115	–	–	﹤0.01%	858
2026 Q1	$5.75K	Hold	115	–	–	﹤0.01%	904
2025 Q4	$5.74K	Hold	115	–	–	﹤0.01%	915
2025 Q3	$6.67K	Sell	115 -39	-25%	-$2.19K	﹤0.01%	796
2025 Q2	$8.97K	Hold	154	–	–	﹤0.01%	726
2025 Q1	$8.1K	Hold	154	–	–	﹤0.01%	686
2024 Q4	$6.82K	Buy	154 +11	+8%	+$504	﹤0.01%	767
2024 Q3	$7.01K	Sell	143 -13	-8%	-$593	﹤0.01%	772
2024 Q2	$6.55K	Hold	156	–	–	﹤0.01%	796
2024 Q1	$6.62K	Hold	156	–	–	﹤0.01%	772
2023 Q4	$7.56K	Sell	156 -4	-3%	-$178	﹤0.01%	667
2023 Q3	$6.65K	Sell	160 -9	-5%	-$396	﹤0.01%	669
2023 Q2	$7.91K	Buy	169 +13	+8%	+$549	﹤0.01%	604
2023 Q1	$5.94K	Buy	156 +13	+9%	+$518	﹤0.01%	699
2022 Q4	$5.39K	Buy	143 +41	+40%	+$1.6K	﹤0.01%	767
2022 Q3	$4K	Sell	102 -22	-18%	-$1.04K	﹤0.01%	772
2022 Q2	$6K	Buy	+124	New	+$6.28K	﹤0.01%	615
2021 Q4	$5K	Sell	113 -19	-14%	-$943	﹤0.01%	753
2021 Q3	$7K	Buy	+132	New	+$6.7K	﹤0.01%	565

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's EPR Position: Q2 2026 in Review

Bell Investment Advisors held its EPR Properties (EPR) position steady in Q2 2026 at 115 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Bell Investment Advisors first reported a position in EPR in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.97K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Bell Investment Advisors held 115 shares of EPR Properties worth $6.67K as of Q2 2026.
Bell Investment Advisors left its EPR Properties share count unchanged in Q2 2026.
EPR Properties made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #858 holding.
Bell Investment Advisors first reported a position in EPR Properties in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's EPR Properties position peaked at $8.97K in Q2 2025.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.