Focus Partners Wealth
EPR icon

Focus Partners Wealth’s EPR Properties EPR Stock Holding History

Focus Partners Wealth’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 		$4.45M Buy
76,676
+9,833
+15% +$559K ﹤0.01% 1013
2026
Q1 		$3.43M Buy
66,843
+16,896
+34% +$929K ﹤0.01% 1080
2025
Q4 		$2.49M Buy
49,947
+32,771
+191% +$1.71M ﹤0.01% 1228
2025
Q3 		$1.01M Buy
17,176
+6,225
+57% +$350K ﹤0.01% 1280
2025
Q2 		$638K Buy
10,951
+2,090
+24% +$110K ﹤0.01% 1316
2025
Q1 		$466K Buy
8,861
+1,062
+14% +$52.1K ﹤0.01% 1375
2024
Q4 		$345K Buy
7,799
+1,642
+27% +$75.2K ﹤0.01% 1484
2024
Q3 		$302K Buy
6,157
+147
+2% +$6.71K ﹤0.01% 1327
2024
Q2 		$252K Buy
6,010
+167
+3% +$6.87K ﹤0.01% 1112
2024
Q1 		$248K Hold
5,843
– – ﹤0.01% 883
2023
Q4 		$283K Buy
+5,843
New +$260K ﹤0.01% 681

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

Focus Partners Wealth's EPR Position: Q2 2026 in Review

Focus Partners Wealth increased its EPR Properties (EPR) stake by 15% in Q2 2026, buying an estimated $559K and bringing the position to 76,676 shares worth $4.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Focus Partners Wealth first reported a position in EPR in Q4 2023 and has held it in 11 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Focus Partners Wealth held 76,676 shares of EPR Properties worth $4.45M as of Q2 2026.
  • Focus Partners Wealth bought 9,833 EPR Properties shares in Q2 2026, an estimated $559K.
  • EPR Properties made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1013 holding.
  • Focus Partners Wealth first reported a position in EPR Properties in Q4 2023 and has held it in 11 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.