Empirical Wealth Management’s EPR Properties EPR Stock Holding History

Empirical 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	$898K	Buy	15,485 +1,630	+12%	+$92.7K	0.01%	437
2026 Q1	$692K	Buy	13,855 +4,446	+47%	+$244K	0.01%	451
2025 Q4	$470K	Buy	+9,409	New	+$490K	0.01%	536
2023 Q2	–	Sell	-20,604	Closed	-$785K	–	475
2023 Q1	$785K	Buy	20,604 +187	+0.9%	+$7.45K	0.03%	254
2022 Q4	$770K	Hold	20,417	–	–	0.04%	246
2022 Q3	$732K	Buy	20,417 +3,047	+18%	+$144K	0.04%	234
2022 Q2	$815K	Hold	17,370	–	–	0.04%	229
2022 Q1	$950K	Hold	17,370	–	–	0.05%	222
2021 Q4	$825K	Buy	+17,370	New	+$862K	0.04%	250

Other funds holding EPR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

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

Empirical Wealth Management increased its EPR Properties (EPR) stake by 12% in Q2 2026, buying an estimated $92.7K and bringing the position to 15,485 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #437.

Empirical Wealth Management first reported a position in EPR in Q4 2021 and has held it in 9 quarters since. The position peaked at $950K in Q1 2022. 299 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Empirical Wealth Management held 15,485 shares of EPR Properties worth $898K as of Q2 2026.
Empirical Wealth Management bought 1,630 EPR Properties shares in Q2 2026, an estimated $92.7K.
EPR Properties made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #437 holding.
Empirical Wealth Management first reported a position in EPR Properties in Q4 2021 and has held it in 9 quarters since.
Empirical Wealth Management's EPR Properties position peaked at $950K in Q1 2022.
299 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.