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Cornerstone Planning Group’s EPR Properties EPR Stock Holding History

Cornerstone Planning 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
Q1 		– Sell
-13
Closed -$672 – 1851
2025
Q4 		$672 Sell
13
-2
-13% -$104 ﹤0.01% 1446
2025
Q3 		$735 Buy
+15
New +$843 ﹤0.01% 1390
2024
Q4 		– Sell
-7
Closed -$328 – 1427
2024
Q3 		$328 Buy
+7
New +$320 ﹤0.01% 1175

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's EPR Position: Q1 2026 in Review

Cornerstone Planning Group sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 13 shares — an estimated $672 sold.

Cornerstone Planning Group first reported a position in EPR in Q3 2024 and held it in 3 quarters. The position peaked at $735 in Q3 2025. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Cornerstone Planning Group reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 EPR Properties shares in Q1 2026, an estimated $672.
  • Cornerstone Planning Group first reported a position in EPR Properties in Q3 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's EPR Properties position peaked at $735 in Q3 2025.
  • 464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.