Financial Management Professionals’s EPR Properties EPR Stock Holding History

Financial Management Professionals’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	$758	Hold	13	–	–	﹤0.01%	907
2026 Q1	$654	Hold	13	–	–	﹤0.01%	852
2025 Q4	$653	Hold	13	–	–	﹤0.01%	851
2025 Q3	$758	Hold	13	–	–	﹤0.01%	814
2025 Q2	$761	Hold	13	–	–	﹤0.01%	860
2025 Q1	$684	Hold	13	–	–	﹤0.01%	861
2024 Q4	$576	Hold	13	–	–	﹤0.01%	875
2024 Q3	$1K	Hold	13	–	–	﹤0.01%	820
2024 Q2	$1K	Hold	13	–	–	﹤0.01%	780
2024 Q1	$1K	Hold	13	–	–	﹤0.01%	841
2023 Q4	$1K	Hold	13	–	–	﹤0.01%	833
2023 Q3	$1K	Buy	13 +4	+44%	+$176	﹤0.01%	778
2023 Q2	$0	Hold	9	–	–	﹤0.01%	967
2023 Q1	$0	Hold	9	–	–	﹤0.01%	1031
2022 Q4	$0	Buy	+9	New	+$350	﹤0.01%	954
2022 Q3	–	Sell	-6	Closed	–	–	968
2022 Q2	$0	Buy	+6	New	+$304	﹤0.01%	983
2016 Q3	–	Sell	-125	Closed	-$8K	–	334
2016 Q2	$8K	Buy	+125	New	+$8.79K	﹤0.01%	231

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Management Professionals's EPR Position: Q2 2026 in Review

Financial Management Professionals held its EPR Properties (EPR) position steady in Q2 2026 at 13 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Financial Management Professionals first reported a position in EPR in Q2 2016 and has held it in 17 quarters since. The position peaked at $8K in Q2 2016. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Financial Management Professionals held 13 shares of EPR Properties worth $758 as of Q2 2026.
Financial Management Professionals left its EPR Properties share count unchanged in Q2 2026.
EPR Properties made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #907 holding.
Financial Management Professionals first reported a position in EPR Properties in Q2 2016 and has held it in 17 quarters since.
Financial Management Professionals's EPR Properties position peaked at $8K in Q2 2016.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.