EWA
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EverSource Wealth Advisors’s EPR Properties EPR Stock Holding History

EverSource 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 		$143K Sell
2,464
-1,080
-30% -$61.4K ﹤0.01% 1192
2026
Q1 		$177K Sell
3,544
-171
-5% -$9.4K 0.01% 1119
2025
Q4 		$185K Sell
3,715
-1,073
-22% -$55.9K 0.01% 980
2025
Q3 		$278K Sell
4,788
-194
-4% -$10.9K 0.01% 755
2025
Q2 		$290K Buy
4,982
+3,094
+164% +$163K 0.01% 684
2025
Q1 		$99.3K Buy
1,888
+358
+23% +$17.6K 0.01% 917
2024
Q4 		$67.7K Buy
1,530
+522
+52% +$23.9K ﹤0.01% 1051
2024
Q3 		$49.4K Sell
1,008
-261
-21% -$11.9K ﹤0.01% 1077
2024
Q2 		$57.1K Buy
1,269
+197
+18% +$8.11K ﹤0.01% 1031
2024
Q1 		$43.5K Buy
1,072
+37
+4% +$1.61K ﹤0.01% 1033
2023
Q4 		$50.1K Sell
1,035
-51
-5% -$2.27K ﹤0.01% 897
2023
Q3 		$45.1K Sell
1,086
-26
-2% -$1.15K ﹤0.01% 850
2023
Q2 		$52K Buy
1,112
+186
+20% +$7.85K 0.01% 820
2023
Q1 		$35.3K Buy
926
+55
+6% +$2.19K ﹤0.01% 906
2022
Q4 		$32.9K Buy
+871
New +$33.9K 0.01% 922

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its EPR Properties (EPR) stake by 30% in Q2 2026, selling an estimated $61.4K and leaving 2,464 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

EverSource Wealth Advisors first reported a position in EPR in Q4 2022 and has held it in 15 quarters since. The position peaked at $290K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • EverSource Wealth Advisors held 2,464 shares of EPR Properties worth $143K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,080 EPR Properties shares in Q2 2026, an estimated $61.4K.
  • EPR Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1192 holding.
  • EverSource Wealth Advisors first reported a position in EPR Properties in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's EPR Properties position peaked at $290K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.