Corient Private Wealth
EPR icon

Corient Private Wealth’s EPR Properties EPR Stock Holding History

Corient Private Wealth’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 		$9.33M Buy
160,736
+98,602
+159% +$5.61M 0.01% 667
2026
Q1 		$3.01M Buy
62,134
+25,601
+70% +$1.41M ﹤0.01% 1054
2025
Q4 		$1.82M Buy
36,533
+21,725
+147% +$1.13M ﹤0.01% 1205
2025
Q3 		$859K Buy
14,808
+158
+1% +$8.88K ﹤0.01% 1501
2025
Q2 		$854K Buy
14,650
+6,171
+73% +$325K ﹤0.01% 1438
2025
Q1 		$446K Buy
8,479
+169
+2% +$8.29K ﹤0.01% 1650
2024
Q4 		$368K Buy
8,310
+1,182
+17% +$54.2K ﹤0.01% 1787
2024
Q3 		$350K Buy
7,128
+459
+7% +$21K ﹤0.01% 1944
2024
Q2 		$280K Buy
6,669
+282
+4% +$11.6K ﹤0.01% 1951
2024
Q1 		$271K Buy
6,387
+116
+2% +$5.06K ﹤0.01% 1949
2023
Q4 		$304K Sell
6,271
-13
-0.2% -$580 ﹤0.01% 1854
2023
Q3 		$261K Buy
6,284
+468
+8% +$20.6K ﹤0.01% 1807
2023
Q2 		$272K Sell
5,816
-806
-12% -$34K ﹤0.01% 1744
2023
Q1 		$252K Buy
+6,622
New +$264K ﹤0.01% 1689

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

Corient Private Wealth's EPR Position: Q2 2026 in Review

Corient Private Wealth increased its EPR Properties (EPR) stake by 159% in Q2 2026, buying an estimated $5.61M and bringing the position to 160,736 shares worth $9.33M. The position accounts for 0.01% of the portfolio, ranked #667.

Corient Private Wealth first reported a position in EPR in Q1 2023 and has held it in 14 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Corient Private Wealth held 160,736 shares of EPR Properties worth $9.33M as of Q2 2026.
  • Corient Private Wealth bought 98,602 EPR Properties shares in Q2 2026, an estimated $5.61M.
  • EPR Properties made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #667 holding.
  • Corient Private Wealth first reported a position in EPR Properties in Q1 2023 and has held it in 14 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.