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HUB Investment Partners’s EPR Properties EPR Stock Holding History

HUB Investment Partners’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 		$2.74M Buy
47,244
+2,650
+6% +$151K 0.05% 252
2026
Q1 		$2.23M Buy
44,594
+37,813
+558% +$2.08M 0.05% 234
2025
Q4 		$338K Buy
6,781
+2,410
+55% +$125K 0.01% 627
2025
Q3 		$254K Buy
4,371
+285
+7% +$16K 0.01% 612
2025
Q2 		$238K Buy
+4,086
New +$215K 0.01% 578

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

HUB Investment Partners's EPR Position: Q2 2026 in Review

HUB Investment Partners increased its EPR Properties (EPR) stake by 5.9% in Q2 2026, buying an estimated $151K and bringing the position to 47,244 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #252.

HUB Investment Partners first reported a position in EPR in Q2 2025 and has held it in 5 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • HUB Investment Partners held 47,244 shares of EPR Properties worth $2.74M as of Q2 2026.
  • HUB Investment Partners bought 2,650 EPR Properties shares in Q2 2026, an estimated $151K.
  • EPR Properties made up 0.05% of HUB Investment Partners's portfolio in Q2 2026, its #252 holding.
  • HUB Investment Partners first reported a position in EPR Properties in Q2 2025 and has held it in 5 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.