HighTower Advisors
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HighTower Advisors’s EPR Properties EPR Stock Holding History

HighTower 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 		$630K Sell
10,855
-1,349
-11% -$76.7K ﹤0.01% 2565
2026
Q1 		$610K Buy
12,204
+1,321
+12% +$72.6K ﹤0.01% 2557
2025
Q4 		$543K Buy
10,883
+245
+2% +$12.8K ﹤0.01% 2548
2025
Q3 		$617K Buy
10,638
+980
+10% +$55.1K ﹤0.01% 2443
2025
Q2 		$563K Sell
9,658
-776
-7% -$40.9K ﹤0.01% 2419
2025
Q1 		$549K Buy
10,434
+3,640
+54% +$179K ﹤0.01% 2381
2024
Q4 		$301K Sell
6,794
-132
-2% -$6.05K ﹤0.01% 2883
2024
Q3 		$342K Sell
6,926
-5,446
-44% -$249K ﹤0.01% 2723
2024
Q2 		$525K Sell
12,372
-49,924
-80% -$2.05M ﹤0.01% 2287
2024
Q1 		$2.65M Buy
62,296
+55,326
+794% +$2.41M ﹤0.01% 1280
2023
Q4 		$339K Buy
6,970
+1,342
+24% +$59.8K ﹤0.01% 2611
2023
Q3 		$233K Buy
+5,628
New +$248K ﹤0.01% 2793
2019
Q4 		– Sell
-2,832
Closed -$219K – 2424
2019
Q3 		$219K Buy
2,832
+24
+0.9% +$1.83K ﹤0.01% 2009
2019
Q2 		$208K Sell
2,808
-552
-16% -$43.1K ﹤0.01% 2033
2019
Q1 		$260K Sell
3,360
-149
-4% -$10.8K ﹤0.01% 1799
2018
Q4 		$223K Buy
+3,509
New +$241K ﹤0.01% 1774
2018
Q2 		– Sell
-6,220
Closed -$347K – 2283
2018
Q1 		$347K Buy
6,220
+1,810
+41% +$105K ﹤0.01% 1604
2017
Q4 		$289K Buy
4,410
+135
+3% +$9.23K ﹤0.01% 1728
2017
Q3 		$300K Sell
4,275
-2,931
-41% -$206K ﹤0.01% 1687
2017
Q2 		$518K Buy
+7,206
New +$525K ﹤0.01% 1339
2013
Q3 		– Sell
-6,011
Closed -$302K – 1380
2013
Q2 		$302K Buy
+6,011
New +$326K 0.01% 988

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HighTower Advisors's EPR Position: Q2 2026 in Review

HighTower Advisors reduced its EPR Properties (EPR) stake by 11% in Q2 2026, selling an estimated $76.7K and leaving 10,855 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

HighTower Advisors first reported a position in EPR in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.65M in Q1 2024. 243 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • HighTower Advisors held 10,855 shares of EPR Properties worth $630K as of Q2 2026.
  • HighTower Advisors sold 1,349 EPR Properties shares in Q2 2026, an estimated $76.7K.
  • EPR Properties made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2565 holding.
  • HighTower Advisors first reported a position in EPR Properties in Q2 2013 and has held it in 21 quarters since.
  • HighTower Advisors's EPR Properties position peaked at $2.65M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.