Cetera Investment Advisers
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Cetera Investment Advisers’s EPR Properties EPR Stock Holding History

Cetera Investment Advisers’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 		$1.88M Buy
32,449
+5,868
+22% +$334K ﹤0.01% 2432
2026
Q1 		$1.33M Buy
26,581
+3,456
+15% +$190K ﹤0.01% 2653
2025
Q4 		$1.15M Sell
23,125
-292
-1% -$15.2K ﹤0.01% 2698
2025
Q3 		$1.36M Buy
23,417
+4,762
+26% +$268K ﹤0.01% 2511
2025
Q2 		$1.09M Sell
18,655
-1,943
-9% -$102K ﹤0.01% 2314
2025
Q1 		$1.08M Buy
20,598
+2,238
+12% +$110K ﹤0.01% 2200
2024
Q4 		$813K Sell
18,360
-299
-2% -$13.7K ﹤0.01% 2308
2024
Q3 		$915K Buy
18,659
+1,125
+6% +$51.4K ﹤0.01% 2185
2024
Q2 		$736K Buy
17,534
+4,839
+38% +$199K ﹤0.01% 2298
2024
Q1 		$539K Buy
12,695
+8,205
+183% +$358K ﹤0.01% 2547
2023
Q4 		$218K Buy
+4,490
New +$200K ﹤0.01% 1996
2022
Q2 		– Sell
-3,713
Closed -$203K – 1857
2022
Q1 		$203K Buy
+3,713
New +$180K ﹤0.01% 1707

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

Cetera Investment Advisers's EPR Position: Q2 2026 in Review

Cetera Investment Advisers increased its EPR Properties (EPR) stake by 22% in Q2 2026, buying an estimated $334K and bringing the position to 32,449 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Cetera Investment Advisers first reported a position in EPR in Q1 2022 and has held it in 12 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Cetera Investment Advisers held 32,449 shares of EPR Properties worth $1.88M as of Q2 2026.
  • Cetera Investment Advisers bought 5,868 EPR Properties shares in Q2 2026, an estimated $334K.
  • EPR Properties made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2432 holding.
  • Cetera Investment Advisers first reported a position in EPR Properties in Q1 2022 and has held it in 12 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.