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Clearstead Advisors’s EPR Properties EPR Stock Holding History

Clearstead Advisors’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 		$2.61K Buy
45
+25
+125% +$1.42K ﹤0.01% 2384
2026
Q1 		$1K Sell
20
-285
-93% -$15.7K ﹤0.01% 2042
2025
Q4 		$15.2K Buy
305
+13
+4% +$677 ﹤0.01% 1787
2025
Q3 		$16.9K Sell
292
-188
-39% -$10.6K ﹤0.01% 1722
2025
Q2 		$28K Sell
480
-17
-3% -$896 ﹤0.01% 1485
2025
Q1 		$26.1K Buy
497
+177
+55% +$8.68K ﹤0.01% 1347
2024
Q4 		$14.2K Hold
320
– – ﹤0.01% 1488
2024
Q3 		$15.7K Buy
+320
New +$14.6K ﹤0.01% 1486
2024
Q2 		– Sell
-23
Closed -$973 – 2042
2024
Q1 		$973 Buy
+23
New +$1K ﹤0.01% 1403

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

Clearstead Advisors's EPR Position: Q2 2026 in Review

Clearstead Advisors increased its EPR Properties (EPR) stake by 125% in Q2 2026, buying an estimated $1.42K and bringing the position to 45 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Clearstead Advisors first reported a position in EPR in Q1 2024 and has held it in 9 quarters since. The position peaked at $28K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Clearstead Advisors held 45 shares of EPR Properties worth $2.61K as of Q2 2026.
  • Clearstead Advisors bought 25 EPR Properties shares in Q2 2026, an estimated $1.42K.
  • EPR Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2384 holding.
  • Clearstead Advisors first reported a position in EPR Properties in Q1 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's EPR Properties position peaked at $28K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.