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Impact Partnership Wealth’s EPR Properties EPR Stock Holding History

Impact Partnership Wealth’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
Q1 		$436K Sell
8,721
-2,972
-25% -$163K 0.05% 222
2025
Q4 		$584K Buy
+11,693
New +$609K 0.07% 174
2025
Q2 		– Sell
-4,690
Closed -$247K – 318
2025
Q1 		$247K Sell
4,690
-1,495
-24% -$73.3K 0.05% 197
2024
Q4 		$274K Buy
6,185
+71
+1% +$3.25K 0.06% 216
2024
Q3 		$300K Buy
+6,114
New +$279K 0.07% 172
2024
Q2 		– Sell
-3,948
Closed -$168K – 349
2024
Q1 		$168K Sell
3,948
-696
-15% -$30.3K 0.07% 203
2023
Q4 		$225K Buy
4,644
+1,211
+35% +$54K 0.08% 163
2023
Q3 		$143K Buy
+3,433
New +$151K 0.04% 239

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's EPR Position: Q1 2026 in Review

Impact Partnership Wealth reduced its EPR Properties (EPR) stake by 25% in Q1 2026, selling an estimated $163K and leaving 8,721 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #222.

Impact Partnership Wealth first reported a position in EPR in Q3 2023 and has held it in 8 quarters since. The position peaked at $584K in Q4 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Impact Partnership Wealth held 8,721 shares of EPR Properties worth $436K as of Q1 2026.
  • Impact Partnership Wealth sold 2,972 EPR Properties shares in Q1 2026, an estimated $163K.
  • EPR Properties made up 0.05% of Impact Partnership Wealth's portfolio in Q1 2026, its #222 holding.
  • Impact Partnership Wealth first reported a position in EPR Properties in Q3 2023 and has held it in 8 quarters since.
  • Impact Partnership Wealth's EPR Properties position peaked at $584K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.