Focus Partners Advisor Solutions’s EPR Properties EPR Stock Holding History

Focus Partners Advisor Solutions’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	$753K	Sell	12,987 -3,661	-22%	-$208K	0.01%	668
2026 Q1	$831K	Buy	16,648 +4,062	+32%	+$223K	0.01%	615
2025 Q4	$628K	Sell	12,586 -12,908	-51%	-$672K	0.01%	644
2025 Q3	$1.33M	Buy	25,494 +12,228	+92%	+$687K	0.02%	434
2025 Q2	$773K	Buy	13,266 +8,730	+192%	+$460K	0.01%	523
2025 Q1	$239K	Buy	+4,536	New	+$223K	﹤0.01%	851
2024 Q4	–	Sell	-4,881	Closed	-$239K	–	802
2024 Q3	$239K	Buy	+4,881	New	+$223K	0.01%	663

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 Partners Advisor Solutions's EPR Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its EPR Properties (EPR) stake by 22% in Q2 2026, selling an estimated $208K and leaving 12,987 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #668.

Focus Partners Advisor Solutions first reported a position in EPR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Focus Partners Advisor Solutions held 12,987 shares of EPR Properties worth $753K as of Q2 2026.
Focus Partners Advisor Solutions sold 3,661 EPR Properties shares in Q2 2026, an estimated $208K.
EPR Properties made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #668 holding.
Focus Partners Advisor Solutions first reported a position in EPR Properties in Q3 2024 and has held it in 7 quarters since.
Focus Partners Advisor Solutions's EPR Properties position peaked at $1.33M in Q3 2025.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.