Cerity Partners
EPR icon

Cerity Partners’s EPR Properties EPR Stock Holding History

Cerity Partners’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 		$2.11M Sell
36,308
-4,530
-11% -$258K ﹤0.01% 1564
2026
Q1 		$2.04M Buy
40,838
+5,819
+17% +$320K ﹤0.01% 1476
2025
Q4 		$1.75M Sell
35,019
-7,582
-18% -$395K ﹤0.01% 1427
2025
Q3 		$2.47M Buy
42,601
+7,721
+22% +$434K ﹤0.01% 1194
2025
Q2 		$2.03M Buy
34,880
+12,791
+58% +$674K ﹤0.01% 1212
2025
Q1 		$1.16M Buy
22,089
+1,360
+7% +$66.7K ﹤0.01% 1362
2024
Q4 		$951K Buy
20,729
+1,707
+9% +$78.2K ﹤0.01% 1440
2024
Q3 		$933K Buy
19,022
+4,507
+31% +$206K ﹤0.01% 1425
2024
Q2 		$609K Buy
14,515
+199
+1% +$8.19K ﹤0.01% 1455
2024
Q1 		$608K Buy
14,316
+9,478
+196% +$413K ﹤0.01% 1509
2023
Q4 		$234K Buy
+4,838
New +$216K ﹤0.01% 1650
2023
Q1 		– Sell
-5,372
Closed -$203K – 1861
2022
Q4 		$203K Buy
+5,372
New +$209K ﹤0.01% 1340

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

Cerity Partners's EPR Position: Q2 2026 in Review

Cerity Partners reduced its EPR Properties (EPR) stake by 11% in Q2 2026, selling an estimated $258K and leaving 36,308 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Cerity Partners first reported a position in EPR in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.47M in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Cerity Partners held 36,308 shares of EPR Properties worth $2.11M as of Q2 2026.
  • Cerity Partners sold 4,530 EPR Properties shares in Q2 2026, an estimated $258K.
  • EPR Properties made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1564 holding.
  • Cerity Partners first reported a position in EPR Properties in Q4 2022 and has held it in 12 quarters since.
  • Cerity Partners's EPR Properties position peaked at $2.47M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.