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Essential Partners’s EPR Properties EPR Stock Holding History

Essential 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 		$16.4K Sell
282
-1,828
-87% -$104K 0.01% 987
2026
Q1 		$105K Sell
2,110
-578
-22% -$31.8K 0.04% 416
2025
Q4 		$134K Sell
2,688
-1,068
-28% -$55.6K 0.04% 383
2025
Q3 		$218K Buy
3,756
+979
+35% +$55K 0.07% 306
2025
Q2 		$162K Buy
+2,777
New +$146K 0.06% 298

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

Essential Partners's EPR Position: Q2 2026 in Review

Essential Partners reduced its EPR Properties (EPR) stake by 87% in Q2 2026, selling an estimated $104K and leaving 282 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #987.

Essential Partners first reported a position in EPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $218K in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Essential Partners held 282 shares of EPR Properties worth $16.4K as of Q2 2026.
  • Essential Partners sold 1,828 EPR Properties shares in Q2 2026, an estimated $104K.
  • EPR Properties made up 0.01% of Essential Partners's portfolio in Q2 2026, its #987 holding.
  • Essential Partners first reported a position in EPR Properties in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's EPR Properties position peaked at $218K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.