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Elevation Wealth Partners’s EPR Properties EPR Stock Holding History

Elevation Wealth 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 		$38.1K Buy
657
+580
+753% +$33K 0.01% 380
2026
Q1 		$3.85K Sell
77
-13
-14% -$715 ﹤0.01% 780
2025
Q4 		$4.49K Sell
90
-4
-4% -$208 ﹤0.01% 652
2025
Q3 		$5.45K Buy
+94
New +$5.28K ﹤0.01% 465

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

Elevation Wealth Partners's EPR Position: Q2 2026 in Review

Elevation Wealth Partners increased its EPR Properties (EPR) stake by 753% in Q2 2026, buying an estimated $33K and bringing the position to 657 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #380.

Elevation Wealth Partners first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Elevation Wealth Partners held 657 shares of EPR Properties worth $38.1K as of Q2 2026.
  • Elevation Wealth Partners bought 580 EPR Properties shares in Q2 2026, an estimated $33K.
  • EPR Properties made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #380 holding.
  • Elevation Wealth Partners first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.