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 Q2	–	Sell	-8,721	Closed	-$436K	–	458
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Impact Partnership Wealth's EPR Position: Q2 2026 in Review

Impact Partnership Wealth sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 8,721 shares — an estimated $436K sold.

Impact Partnership Wealth first reported a position in EPR in Q3 2023 and held it in 8 quarters. The position peaked at $584K in Q4 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Impact Partnership Wealth reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
Impact Partnership Wealth sold 8,721 EPR Properties shares in Q2 2026, an estimated $436K.
Impact Partnership Wealth first reported a position in EPR Properties in Q3 2023 and held it in 8 quarters.
Impact Partnership Wealth's EPR Properties position peaked at $584K in Q4 2025.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.