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Edgestream Partners’s EPR Properties EPR Stock Holding History

Edgestream Partners’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 		$3.2M Buy
55,102
+43,550
+377% +$2.48M 0.09% 389
2026
Q1 		$577K Sell
11,552
-77,386
-87% -$4.25M 0.02% 720
2025
Q4 		$4.44M Sell
88,938
-21,437
-19% -$1.12M 0.12% 292
2025
Q3 		$6.4M Sell
110,375
-36,580
-25% -$2.06M 0.19% 179
2025
Q2 		$8.56M Buy
146,955
+100,054
+213% +$5.27M 0.24% 122
2025
Q1 		$2.47M Buy
+46,901
New +$2.3M 0.08% 431
2024
Q1 		– Sell
-4,282
Closed -$207K – 867
2023
Q4 		$207K Buy
+4,282
New +$191K 0.01% 783

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

Edgestream Partners's EPR Position: Q2 2026 in Review

Edgestream Partners increased its EPR Properties (EPR) stake by 377% in Q2 2026, buying an estimated $2.48M and bringing the position to 55,102 shares worth $3.2M. The position accounts for 0.09% of the portfolio, ranked #389.

Edgestream Partners first reported a position in EPR in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.56M in Q2 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Edgestream Partners held 55,102 shares of EPR Properties worth $3.2M as of Q2 2026.
  • Edgestream Partners bought 43,550 EPR Properties shares in Q2 2026, an estimated $2.48M.
  • EPR Properties made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #389 holding.
  • Edgestream Partners first reported a position in EPR Properties in Q4 2023 and has held it in 7 quarters since.
  • Edgestream Partners's EPR Properties position peaked at $8.56M in Q2 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.