Diversify Advisory Services’s EPR Properties EPR Stock Holding History

Diversify Advisory Services’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	$1.49M	Buy	23,524 +1,554	+7%	+$88.4K	0.02%	506
2026 Q1	$1.24M	Buy	21,970 +214	+1%	+$11.8K	0.19%	56
2025 Q4	$1.22M	Buy	21,756 +1,068	+5%	+$55.6K	0.04%	347
2025 Q3	$1.04M	Sell	20,688 -10,047	-33%	-$565K	0.03%	360
2025 Q2	$1.64M	Buy	30,735 +14,245	+86%	+$750K	0.06%	218
2025 Q1	$817K	Sell	16,490 -1,745	-10%	-$85.6K	0.05%	258
2024 Q4	$808K	Buy	18,235 +4,794	+36%	+$220K	0.04%	262
2024 Q3	$640K	Buy	13,441 +4,679	+53%	+$214K	0.03%	337
2024 Q2	$363K	Buy	+8,762	New	+$360K	0.02%	456

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Diversify Advisory Services's EPR Position: Q2 2026 in Review

Diversify Advisory Services increased its EPR Properties (EPR) stake by 7.1% in Q2 2026, buying an estimated $88.4K and bringing the position to 23,524 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #506.

Diversify Advisory Services first reported a position in EPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Diversify Advisory Services held 23,524 shares of EPR Properties worth $1.49M as of Q2 2026.
Diversify Advisory Services bought 1,554 EPR Properties shares in Q2 2026, an estimated $88.4K.
EPR Properties made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #506 holding.
Diversify Advisory Services first reported a position in EPR Properties in Q2 2024 and has held it in 9 quarters since.
Diversify Advisory Services's EPR Properties position peaked at $1.64M in Q2 2025.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.