Focus Financial Network’s EPR Properties EPR Stock Holding History

Focus Financial Network’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	$2.46M	Buy	42,394 +1,533	+4%	+$87.2K	0.08%	204
2026 Q1	$2.04M	Buy	40,861 +3,402	+9%	+$187K	0.07%	209
2025 Q4	$1.87M	Buy	37,459 +2,226	+6%	+$116K	0.07%	223
2025 Q3	$2.04M	Buy	35,233 +5,367	+18%	+$302K	0.07%	202
2025 Q2	$1.74M	Buy	29,866 +5,813	+24%	+$306K	0.07%	208
2025 Q1	$1.27M	Buy	24,053 +3,031	+14%	+$149K	0.05%	252
2024 Q4	$931K	Buy	21,022 +2,321	+12%	+$106K	0.04%	286
2024 Q3	$922K	Buy	18,701 +1,088	+6%	+$49.7K	0.04%	285
2024 Q2	$783K	Buy	17,613 +4,755	+37%	+$196K	0.03%	304
2024 Q1	$520K	Buy	+12,858	New	+$561K	0.03%	373
2023 Q4	–	Sell	-7,586	Closed	-$317K	–	723
2023 Q3	$317K	Buy	7,586 +466	+7%	+$20.5K	0.02%	451
2023 Q2	$335K	Buy	+7,120	New	+$300K	0.02%	441

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

Focus Financial Network's EPR Position: Q2 2026 in Review

Focus Financial Network increased its EPR Properties (EPR) stake by 3.8% in Q2 2026, buying an estimated $87.2K and bringing the position to 42,394 shares worth $2.46M. The position accounts for 0.08% of the portfolio, ranked #204.

Focus Financial Network first reported a position in EPR in Q2 2023 and has held it in 12 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Focus Financial Network held 42,394 shares of EPR Properties worth $2.46M as of Q2 2026.
Focus Financial Network bought 1,533 EPR Properties shares in Q2 2026, an estimated $87.2K.
EPR Properties made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #204 holding.
Focus Financial Network first reported a position in EPR Properties in Q2 2023 and has held it in 12 quarters since.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

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