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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return