Chicago Partners Investment Group’s EPR Properties EPR Stock Holding History

Chicago Partners Investment Group’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	$1.48M	Buy	23,803 +5,061	+27%	+$288K	0.03%	486
2026 Q1	$1.05M	Buy	18,742 +2,297	+14%	+$126K	0.02%	530
2025 Q4	$891K	Buy	16,445 +1,949	+13%	+$101K	0.02%	504
2025 Q3	$761K	Buy	14,496 +4,937	+52%	+$277K	0.02%	510
2025 Q2	$559K	Buy	9,559 +4,516	+90%	+$238K	0.02%	554
2025 Q1	$254K	Buy	+5,043	New	+$247K	0.01%	756
2018 Q1	–	Sell	-331	Closed	-$22K	–	929
2017 Q4	$22K	Buy	331 +5	+2%	+$342	﹤0.01%	595
2017 Q3	$23K	Sell	326 -309	-49%	-$21.8K	﹤0.01%	595
2017 Q2	$45K	Buy	+635	New	+$46.3K	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

Chicago Partners Investment Group's EPR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its EPR Properties (EPR) stake by 27% in Q2 2026, buying an estimated $288K and bringing the position to 23,803 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #486.

Chicago Partners Investment Group first reported a position in EPR in Q2 2017 and has held it in 9 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Chicago Partners Investment Group held 23,803 shares of EPR Properties worth $1.48M as of Q2 2026.
Chicago Partners Investment Group bought 5,061 EPR Properties shares in Q2 2026, an estimated $288K.
EPR Properties made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #486 holding.
Chicago Partners Investment Group first reported a position in EPR Properties in Q2 2017 and has held it in 9 quarters since.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.