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Financial Gravity Companies’s EPR Properties EPR Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$10.6K Buy
+182
New +$9.59K ﹤0.01% 567
2024
Q4 		$8.06K Buy
+182
New +$8.34K ﹤0.01% 609
2018
Q4 		$17K Buy
+228
New +$15.7K 0.02% 499
2018
Q1 		$39K Buy
703
+32
+5% +$1.85K 0.04% 381
2017
Q4 		$40K Buy
+671
New +$45.9K 0.05% 345

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Gravity Companies's EPR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in EPR Properties (EPR) in Q2 2025: 182 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EPR as recently as Q4 2024.

Financial Gravity Companies first reported a position in EPR in Q4 2017 and has held it in 5 quarters since. The position peaked at $40K in Q4 2017. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

  • Financial Gravity Companies held 182 shares of EPR Properties worth $10.6K as of Q2 2025.
  • EPR Properties was a new Financial Gravity Companies position in Q2 2025.
  • EPR Properties made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #567 holding.
  • Financial Gravity Companies first reported a position in EPR Properties in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's EPR Properties position peaked at $40K in Q4 2017.
  • 418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.