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Fourth Dimension Wealth’s EPR Properties EPR Stock Holding History

Fourth Dimension 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 		$43.5K Buy
750
+250
+50% +$14.2K 0.01% 288
2026
Q1 		$25K Hold
500
– – 0.01% 292
2025
Q4 		$24.9K Buy
500
+200
+67% +$10.4K 0.01% 309
2025
Q3 		$17.4K Hold
300
– – 0.01% 350
2025
Q2 		$17.5K Hold
300
– – 0.01% 347
2025
Q1 		$15.8K Hold
300
– – 0.01% 351
2024
Q4 		$13.3K Buy
+300
New +$13.7K 0.01% 383

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

Fourth Dimension Wealth's EPR Position: Q2 2026 in Review

Fourth Dimension Wealth increased its EPR Properties (EPR) stake by 50% in Q2 2026, buying an estimated $14.2K and bringing the position to 750 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #288.

Fourth Dimension Wealth first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Fourth Dimension Wealth held 750 shares of EPR Properties worth $43.5K as of Q2 2026.
  • Fourth Dimension Wealth bought 250 EPR Properties shares in Q2 2026, an estimated $14.2K.
  • EPR Properties made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #288 holding.
  • Fourth Dimension Wealth first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.