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Harbour Investments’s EPR Properties EPR Stock Holding History

Harbour Investments’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 		$106K Buy
1,827
+119
+7% +$6.77K ﹤0.01% 1976
2026
Q1 		$85.3K Buy
1,708
+85
+5% +$4.67K ﹤0.01% 2052
2025
Q4 		$81K Hold
1,623
– – ﹤0.01% 1741
2025
Q3 		$94.2K Sell
1,623
-359
-18% -$20.2K ﹤0.01% 1599
2025
Q2 		$115K Buy
1,982
+71
+4% +$3.74K ﹤0.01% 1438
2025
Q1 		$101K Buy
1,911
+28
+1% +$1.37K ﹤0.01% 1435
2024
Q4 		$83.4K Hold
1,883
– – ﹤0.01% 1449
2024
Q3 		$92.4K Sell
1,883
-418
-18% -$19.1K ﹤0.01% 1365
2024
Q2 		$96.6K Sell
2,301
-112
-5% -$4.61K ﹤0.01% 1261
2024
Q1 		$102K Buy
2,413
+1,667
+223% +$72.7K ﹤0.01% 1205
2023
Q4 		$36.2K Buy
746
+19
+3% +$847 ﹤0.01% 1602
2023
Q3 		$30.2K Sell
727
-5
-0.7% -$220 ﹤0.01% 1572
2023
Q2 		$34.2K Buy
732
+70
+11% +$2.95K ﹤0.01% 1525
2023
Q1 		$25.2K Sell
662
-69
-9% -$2.75K ﹤0.01% 1642
2022
Q4 		$27.6K Sell
731
-37
-5% -$1.44K ﹤0.01% 1542
2022
Q3 		$36K Hold
768
– – ﹤0.01% 1402
2022
Q2 		$36K Buy
+768
New +$38.9K ﹤0.01% 1402
2021
Q4 		$18K Sell
382
-122
-24% -$6.06K ﹤0.01% 1708
2021
Q3 		$25K Sell
504
-62
-11% -$3.15K ﹤0.01% 2171
2021
Q2 		$30K Hold
566
– – ﹤0.01% 2092
2021
Q1 		$26K Buy
+566
New +$23.9K ﹤0.01% 2059

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
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

Harbour Investments's EPR Position: Q2 2026 in Review

Harbour Investments increased its EPR Properties (EPR) stake by 7% in Q2 2026, buying an estimated $6.77K and bringing the position to 1,827 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Harbour Investments first reported a position in EPR in Q1 2021 and has held it in 21 quarters since. The position peaked at $115K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Harbour Investments held 1,827 shares of EPR Properties worth $106K as of Q2 2026.
  • Harbour Investments bought 119 EPR Properties shares in Q2 2026, an estimated $6.77K.
  • EPR Properties made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1976 holding.
  • Harbour Investments first reported a position in EPR Properties in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's EPR Properties position peaked at $115K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.