Calamos Wealth Management’s EPR Properties EPR Stock Holding History

Calamos Wealth Management’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	-6,020	Closed	-$301K	–	502
2026 Q1	$301K	Buy	+6,020	New	+$331K	0.01%	399

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 $3.37T AUM 44.26% 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

Calamos Wealth Management's EPR Position: Q2 2026 in Review

Calamos Wealth Management sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 6,020 shares — an estimated $301K sold.

Calamos Wealth Management first reported a position in EPR in Q1 2026 and held it in 1 quarter. The position peaked at $301K in Q1 2026. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Calamos Wealth Management reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
Calamos Wealth Management sold 6,020 EPR Properties shares in Q2 2026, an estimated $301K.
Calamos Wealth Management first reported a position in EPR Properties in Q1 2026 and held it in 1 quarter.
Calamos Wealth Management's EPR Properties position peaked at $301K in Q1 2026.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.