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Brighton Jones LLC’s EPR Properties EPR Stock Holding History

Brighton Jones LLC’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 		$261K Sell
4,506
-950
-17% -$54K ﹤0.01% 1125
2026
Q1 		$273K Buy
+5,456
New +$300K 0.01% 970
2025
Q4 		– Sell
-7,042
Closed -$409K – 322
2025
Q3 		$409K Sell
7,042
-1,881
-21% -$106K 0.01% 700
2025
Q2 		$520K Buy
+8,923
New +$470K 0.01% 518

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brighton Jones LLC's EPR Position: Q2 2026 in Review

Brighton Jones LLC reduced its EPR Properties (EPR) stake by 17% in Q2 2026, selling an estimated $54K and leaving 4,506 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Brighton Jones LLC first reported a position in EPR in Q2 2025 and has held it in 4 quarters since. The position peaked at $520K in Q2 2025. 266 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Brighton Jones LLC held 4,506 shares of EPR Properties worth $261K as of Q2 2026.
  • Brighton Jones LLC sold 950 EPR Properties shares in Q2 2026, an estimated $54K.
  • EPR Properties made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1125 holding.
  • Brighton Jones LLC first reported a position in EPR Properties in Q2 2025 and has held it in 4 quarters since.
  • Brighton Jones LLC's EPR Properties position peaked at $520K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.