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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
Q2 		$816K Buy
14,067
+3,820
+37% +$217K ﹤0.01% 822
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 $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

EP Wealth Advisors's EPR Position: Q2 2026 in Review

EP Wealth Advisors increased its EPR Properties (EPR) stake by 37% in Q2 2026, buying an estimated $217K and bringing the position to 14,067 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

EP Wealth Advisors first reported a position in EPR in Q4 2019 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • EP Wealth Advisors held 14,067 shares of EPR Properties worth $816K as of Q2 2026.
  • EP Wealth Advisors bought 3,820 EPR Properties shares in Q2 2026, an estimated $217K.
  • EPR Properties made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #822 holding.
  • EP Wealth Advisors first reported a position in EPR Properties in Q4 2019 and has held it in 7 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.