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Diversify Wealth Management’s EPR Properties EPR Stock Holding History

Diversify Wealth Management’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
+769
+3% +$43.7K 0.02% 506
2026
Q1 		$1.28M Buy
+22,755
New +$1.25M 0.02% 517

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's EPR Position: Q2 2026 in Review

Diversify Wealth Management increased its EPR Properties (EPR) stake by 3.4% in Q2 2026, buying an estimated $43.7K and bringing the position to 23,524 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #506.

Diversify Wealth Management 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.

  • Diversify Wealth Management held 23,524 shares of EPR Properties worth $1.49M as of Q2 2026.
  • Diversify Wealth Management bought 769 EPR Properties shares in Q2 2026, an estimated $43.7K.
  • EPR Properties made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.