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Crewe Advisors’s EPR Properties EPR Stock Holding History

Crewe Advisors’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 		$12K Hold
206
– – ﹤0.01% 718
2026
Q1 		$10.3K Buy
206
+6
+3% +$330 ﹤0.01% 636
2025
Q4 		$9.98K Buy
200
+63
+46% +$3.28K ﹤0.01% 634
2025
Q3 		$7.95K Hold
137
– – ﹤0.01% 674
2025
Q2 		$7.98K Buy
137
+81
+145% +$4.27K ﹤0.01% 485
2025
Q1 		$2.95K Buy
+56
New +$2.75K ﹤0.01% 524
2018
Q3 		– Sell
-350
Closed -$23K – 241
2018
Q2 		$23K Hold
350
– – 0.02% 165
2018
Q1 		$19K Sell
350
-1,056
-75% -$61.2K 0.02% 186
2017
Q4 		$92K Buy
+1,406
New +$96.1K 0.09% 81

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

Crewe Advisors's EPR Position: Q2 2026 in Review

Crewe Advisors held its EPR Properties (EPR) position steady in Q2 2026 at 206 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Crewe Advisors first reported a position in EPR in Q4 2017 and has held it in 9 quarters since. The position peaked at $92K in Q4 2017. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Crewe Advisors held 206 shares of EPR Properties worth $12K as of Q2 2026.
  • Crewe Advisors left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #718 holding.
  • Crewe Advisors first reported a position in EPR Properties in Q4 2017 and has held it in 9 quarters since.
  • Crewe Advisors's EPR Properties position peaked at $92K in Q4 2017.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.