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Cornerstone Wealth Group’s EPR Properties EPR Stock Holding History

Cornerstone Wealth 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 		$261K Buy
4,495
+943
+27% +$53.6K 0.02% 404
2026
Q1 		$201K Buy
+3,552
New +$195K 0.01% 437

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

Cornerstone Wealth Group's EPR Position: Q2 2026 in Review

Cornerstone Wealth Group increased its EPR Properties (EPR) stake by 27% in Q2 2026, buying an estimated $53.6K and bringing the position to 4,495 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #404.

Cornerstone Wealth Group first reported a position in EPR in Q1 2026 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Cornerstone Wealth Group held 4,495 shares of EPR Properties worth $261K as of Q2 2026.
  • Cornerstone Wealth Group bought 943 EPR Properties shares in Q2 2026, an estimated $53.6K.
  • EPR Properties made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #404 holding.
  • Cornerstone Wealth Group first reported a position in EPR Properties in Q1 2026 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.