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Crestwood Advisors Group’s EPR Properties EPR Stock Holding History

Crestwood Advisors 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 		$280K Buy
+5,598
New +$308K ﹤0.01% 611

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 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

Crestwood Advisors Group's EPR Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in EPR Properties (EPR) in Q1 2026: 5,598 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings.

463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Crestwood Advisors Group held 5,598 shares of EPR Properties worth $280K as of Q1 2026.
  • EPR Properties was a new Crestwood Advisors Group position in Q1 2026.
  • EPR Properties made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #611 holding.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.