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Brinker Capital Investments’s EPR Properties EPR Stock Holding History

Brinker Capital Investments’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 		– Sell
-5,144
Closed -$257K – 1950
2026
Q1 		$257K Sell
5,144
-2,915
-36% -$160K ﹤0.01% 1726
2025
Q4 		$402K Buy
8,059
+24
+0.3% +$1.25K ﹤0.01% 1683
2025
Q3 		$466K Buy
8,035
+987
+14% +$55.5K ﹤0.01% 1579
2025
Q2 		$411K Buy
+7,048
New +$371K ﹤0.01% 1575
2018
Q3 		– Sell
-90
Closed -$6K – 645
2018
Q2 		$6K Buy
+90
New +$5.33K ﹤0.01% 522
2017
Q4 		– Sell
-20
Closed -$1K – 535
2017
Q3 		$1K Hold
20
– – ﹤0.01% 564
2017
Q2 		$1K Buy
+20
New +$1.46K ﹤0.01% 469

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's EPR Position: Q2 2026 in Review

Brinker Capital Investments sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 5,144 shares — an estimated $257K sold.

Brinker Capital Investments first reported a position in EPR in Q2 2017 and held it in 7 quarters. The position peaked at $466K in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Brinker Capital Investments reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 5,144 EPR Properties shares in Q2 2026, an estimated $257K.
  • Brinker Capital Investments first reported a position in EPR Properties in Q2 2017 and held it in 7 quarters.
  • Brinker Capital Investments's EPR Properties position peaked at $466K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.