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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
Q2 		$531K Buy
9,154
+3,556
+64% +$202K 0.01% 472
2026
Q1 		$280K Buy
+5,598
New +$308K ﹤0.01% 611

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

Crestwood Advisors Group's EPR Position: Q2 2026 in Review

Crestwood Advisors Group increased its EPR Properties (EPR) stake by 64% in Q2 2026, buying an estimated $202K and bringing the position to 9,154 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #472.

Crestwood Advisors 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.

  • Crestwood Advisors Group held 9,154 shares of EPR Properties worth $531K as of Q2 2026.
  • Crestwood Advisors Group bought 3,556 EPR Properties shares in Q2 2026, an estimated $202K.
  • EPR Properties made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #472 holding.
  • Crestwood Advisors 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.