EWA
EPR icon

EP Wealth Advisors’s EPR Properties EPR Stock Holding History

EP Wealth Advisors’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
Q1 		$512K Buy
10,247
+389
+4% +$21.4K ﹤0.01% 883
2025
Q4 		$492K Buy
+9,858
New +$513K ﹤0.01% 885
2025
Q2 		$343K Buy
5,883
+1,003
+21% +$52.8K ﹤0.01% 941
2025
Q1 		$257K Buy
4,880
+335
+7% +$16.4K ﹤0.01% 1003
2024
Q4 		$201K Buy
+4,545
New +$208K ﹤0.01% 1086
2020
Q1 		– Sell
-5,849
Closed -$413K – 394
2019
Q4 		$413K Buy
+5,849
New +$431K 0.02% 297

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return