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Certuity’s EPR Properties EPR Stock Holding History

Certuity’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 		$779K Buy
13,424
+2,033
+18% +$116K 0.04% 221
2026
Q1 		$569K Buy
11,391
+1,379
+14% +$75.8K 0.04% 261
2025
Q4 		$500K Buy
10,012
+5,805
+138% +$302K 0.03% 273
2025
Q3 		$244K Buy
+4,207
New +$236K 0.02% 459

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 $3.37T AUM 44.26% 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

Certuity's EPR Position: Q2 2026 in Review

Certuity increased its EPR Properties (EPR) stake by 18% in Q2 2026, buying an estimated $116K and bringing the position to 13,424 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #221.

Certuity first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Certuity held 13,424 shares of EPR Properties worth $779K as of Q2 2026.
  • Certuity bought 2,033 EPR Properties shares in Q2 2026, an estimated $116K.
  • EPR Properties made up 0.04% of Certuity's portfolio in Q2 2026, its #221 holding.
  • Certuity first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.