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Frazier Financial Advisors’s EPR Properties EPR Stock Holding History

Frazier Financial Advisors’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 		– Sell
-76
Closed -$3.79K – 691
2026
Q1 		$3.79K Buy
76
+1
+1% +$55 ﹤0.01% 537
2025
Q4 		$3.73K Buy
75
+2
+3% +$104 ﹤0.01% 506
2025
Q3 		$4.26K Buy
+73
New +$4.1K ﹤0.01% 475
2024
Q4 		– Sell
-74
Closed -$3.63K – 726
2024
Q3 		$3.63K Buy
+74
New +$3.38K ﹤0.01% 595

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

Frazier Financial Advisors's EPR Position: Q2 2026 in Review

Frazier Financial Advisors sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 76 shares — an estimated $3.79K sold.

Frazier Financial Advisors first reported a position in EPR in Q3 2024 and held it in 4 quarters. The position peaked at $4.26K in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Frazier Financial Advisors reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 76 EPR Properties shares in Q2 2026, an estimated $3.79K.
  • Frazier Financial Advisors first reported a position in EPR Properties in Q3 2024 and held it in 4 quarters.
  • Frazier Financial Advisors's EPR Properties position peaked at $4.26K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.