FP
EPR icon

Financial Perspectives’s EPR Properties EPR Stock Holding History

Financial Perspectives’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 		$464 Hold
8
– – ﹤0.01% 696
2026
Q1 		$400 Hold
8
– – ﹤0.01% 680
2025
Q4 		$399 Hold
8
– – ﹤0.01% 683
2025
Q3 		$464 Hold
8
– – ﹤0.01% 681
2025
Q2 		$466 Hold
8
– – ﹤0.01% 679
2025
Q1 		$421 Hold
8
– – ﹤0.01% 685
2024
Q4 		$354 Hold
8
– – ﹤0.01% 687
2024
Q3 		$392 Hold
8
– – ﹤0.01% 644
2024
Q2 		$336 Hold
8
– – ﹤0.01% 644
2024
Q1 		$340 Hold
8
– – ﹤0.01% 636
2023
Q4 		$388 Hold
8
– – ﹤0.01% 661
2023
Q3 		$332 Hold
8
– – ﹤0.01% 673
2023
Q2 		$374 Buy
+8
New +$338 ﹤0.01% 654

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

Financial Perspectives's EPR Position: Q2 2026 in Review

Financial Perspectives held its EPR Properties (EPR) position steady in Q2 2026 at 8 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Financial Perspectives first reported a position in EPR in Q2 2023 and has held it in 13 quarters since. The position peaked at $466 in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Financial Perspectives held 8 shares of EPR Properties worth $464 as of Q2 2026.
  • Financial Perspectives left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #696 holding.
  • Financial Perspectives first reported a position in EPR Properties in Q2 2023 and has held it in 13 quarters since.
  • Financial Perspectives's EPR Properties position peaked at $466 in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.