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Bruce G. Allen Investments’s EPR Properties EPR Stock Holding History

Bruce G. Allen 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 		$1.8K Hold
31
– – ﹤0.01% 707
2026
Q1 		$1.55K Hold
31
– – ﹤0.01% 731
2025
Q4 		$1.55K Hold
31
– – ﹤0.01% 738
2025
Q3 		$1.8K Hold
31
– – ﹤0.01% 719
2025
Q2 		$1.81K Hold
31
– – ﹤0.01% 726
2025
Q1 		$1.63K Hold
31
– – ﹤0.01% 736
2024
Q4 		$1.37K Hold
31
– – ﹤0.01% 770
2024
Q3 		$1.52K Hold
31
– – ﹤0.01% 756
2024
Q2 		$1.3K Buy
31
+12
+63% +$494 ﹤0.01% 743
2024
Q1 		$807 Hold
19
– – ﹤0.01% 807
2023
Q4 		$921 Buy
+19
New +$847 ﹤0.01% 837

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

Bruce G. Allen Investments's EPR Position: Q2 2026 in Review

Bruce G. Allen Investments held its EPR Properties (EPR) position steady in Q2 2026 at 31 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Bruce G. Allen Investments first reported a position in EPR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Bruce G. Allen Investments held 31 shares of EPR Properties worth $1.8K as of Q2 2026.
  • Bruce G. Allen Investments left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #707 holding.
  • Bruce G. Allen Investments first reported a position in EPR Properties in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's EPR Properties position peaked at $1.81K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.