CI
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CX Institutional’s EPR Properties EPR Stock Holding History

CX Institutional’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 		$1K Hold
18
– – ﹤0.01% 1517
2026
Q1 		$1K Buy
18
+1
+6% +$55 ﹤0.01% 1498
2025
Q4 		$1K Sell
17
-152
-90% -$7.91K ﹤0.01% 1451
2025
Q3 		$10K Buy
169
+1
+0.6% +$56 ﹤0.01% 1186
2025
Q2 		$10K Hold
168
– – ﹤0.01% 1035
2025
Q1 		$9K Buy
+168
New +$8.24K ﹤0.01% 1020
2021
Q2 		– Sell
-13
Closed -$1K – 960
2021
Q1 		$1K Buy
+13
New +$548 ﹤0.01% 852
2020
Q4 		– Sell
-30
Closed -$1K – 868
2020
Q3 		$1K Buy
+30
New +$938 ﹤0.01% 839

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

CX Institutional's EPR Position: Q2 2026 in Review

CX Institutional held its EPR Properties (EPR) position steady in Q2 2026 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

CX Institutional first reported a position in EPR in Q3 2020 and has held it in 8 quarters since. The position peaked at $10K in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • CX Institutional held 18 shares of EPR Properties worth $1K as of Q2 2026.
  • CX Institutional left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1517 holding.
  • CX Institutional first reported a position in EPR Properties in Q3 2020 and has held it in 8 quarters since.
  • CX Institutional's EPR Properties position peaked at $10K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.