EPW
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Evolve Private Wealth’s EPR Properties EPR Stock Holding History

Evolve Private Wealth’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 		$808K Sell
13,853
-1,566
-10% -$89K 0.05% 349
2026
Q1 		$770K Buy
15,419
+414
+3% +$22.8K 0.04% 408
2025
Q4 		$753K Buy
+15,005
New +$781K 0.04% 381

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

Evolve Private Wealth's EPR Position: Q2 2026 in Review

Evolve Private Wealth reduced its EPR Properties (EPR) stake by 10% in Q2 2026, selling an estimated $89K and leaving 13,853 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #349.

Evolve Private Wealth first reported a position in EPR in Q4 2025 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Evolve Private Wealth held 13,853 shares of EPR Properties worth $808K as of Q2 2026.
  • Evolve Private Wealth sold 1,566 EPR Properties shares in Q2 2026, an estimated $89K.
  • EPR Properties made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #349 holding.
  • Evolve Private Wealth first reported a position in EPR Properties in Q4 2025 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

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