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Callan Family Office’s EPR Properties EPR Stock Holding History

Callan Family Office’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 		$393K Buy
6,772
+58
+0.9% +$3.3K 0.01% 897
2026
Q1 		$335K Sell
6,714
-243
-3% -$13.4K 0.01% 889
2025
Q4 		$347K Buy
6,957
+112
+2% +$5.83K 0.01% 885
2025
Q3 		$397K Sell
6,845
-356
-5% -$20K 0.01% 616
2025
Q2 		$420K Buy
7,201
+1,968
+38% +$104K 0.01% 653
2025
Q1 		$275K Sell
5,233
-841
-14% -$41.3K 0.02% 442
2024
Q4 		$269K Buy
+6,074
New +$278K 0.02% 510

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

Callan Family Office's EPR Position: Q2 2026 in Review

Callan Family Office increased its EPR Properties (EPR) stake by 0.86% in Q2 2026, buying an estimated $3.3K and bringing the position to 6,772 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #897.

Callan Family Office first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Callan Family Office held 6,772 shares of EPR Properties worth $393K as of Q2 2026.
  • Callan Family Office bought 58 EPR Properties shares in Q2 2026, an estimated $3.3K.
  • EPR Properties made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #897 holding.
  • Callan Family Office first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's EPR Properties position peaked at $420K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.