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Concurrent Investment Advisors’s EPR Properties EPR Stock Holding History

Concurrent Investment 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 		$208K Buy
+3,577
New +$203K ﹤0.01% 1925
2026
Q1 		– Sell
-15,678
Closed -$782K – 1966
2025
Q4 		$782K Buy
15,678
+8,116
+107% +$423K 0.01% 941
2025
Q3 		$439K Buy
+7,562
New +$425K 0.01% 969

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

Concurrent Investment Advisors's EPR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in EPR Properties (EPR) in Q2 2026: 3,577 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in EPR as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in EPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $782K in Q4 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Concurrent Investment Advisors held 3,577 shares of EPR Properties worth $208K as of Q2 2026.
  • EPR Properties was a new Concurrent Investment Advisors position in Q2 2026.
  • EPR Properties made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1925 holding.
  • Concurrent Investment Advisors first reported a position in EPR Properties in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's EPR Properties position peaked at $782K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.