BPI
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BFC Planning, Inc.’s EPR Properties EPR Stock Holding History

BFC Planning, Inc.’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 		$117K Buy
2,010
+752
+60% +$42.8K ﹤0.01% 1169
2026
Q1 		$62.8K Sell
1,258
-4
-0.3% -$220 ﹤0.01% 1255
2025
Q4 		$63K Buy
1,262
+2
+0.2% +$104 ﹤0.01% 1279
2025
Q3 		$73.1K Buy
1,260
+3
+0.2% +$169 0.01% 1035
2025
Q2 		$73.2K Buy
1,257
+109
+9% +$5.74K 0.01% 996
2025
Q1 		$60.4K Buy
1,148
+273
+31% +$13.4K 0.01% 1034
2024
Q4 		$38.8K Buy
+875
New +$40.1K ﹤0.01% 1215

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s EPR Position: Q2 2026 in Review

BFC Planning, Inc. increased its EPR Properties (EPR) stake by 60% in Q2 2026, buying an estimated $42.8K and bringing the position to 2,010 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

BFC Planning, Inc. first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • BFC Planning, Inc. held 2,010 shares of EPR Properties worth $117K as of Q2 2026.
  • BFC Planning, Inc. bought 752 EPR Properties shares in Q2 2026, an estimated $42.8K.
  • EPR Properties made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1169 holding.
  • BFC Planning, Inc. first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • 492 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.