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Independent Financial Group’s EPR Properties EPR Stock Holding History

Independent Financial Group’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 		$702K Sell
12,093
-1,200
-9% -$68.2K 0.01% 836
2026
Q1 		$664K Sell
13,293
-4,128
-24% -$227K 0.01% 789
2025
Q4 		$869K Buy
17,421
+95
+0.5% +$4.95K 0.02% 673
2025
Q3 		$1.01M Sell
17,326
-4,100
-19% -$230K 0.02% 594
2025
Q2 		$1.25M Sell
21,426
-4,376
-17% -$231K 0.03% 479
2025
Q1 		$1.36M Hold
25,802
– – 0.05% 394
2024
Q4 		$1.14M Buy
25,802
+9,782
+61% +$448K 0.04% 444
2024
Q3 		$786K Buy
+16,020
New +$731K 0.03% 512
2024
Q2 		– Sell
-6,511
Closed -$276K – 1105
2024
Q1 		$276K Buy
6,511
+1,510
+30% +$65.8K 0.01% 822
2023
Q4 		$242K Buy
+5,001
New +$223K 0.01% 819
2023
Q3 		– Sell
-36,683
Closed -$1.72M – 906
2023
Q2 		$1.72M Buy
36,683
+908
+3% +$38.3K 0.12% 190
2023
Q1 		$1.36M Buy
+35,775
New +$1.43M 0.11% 215
2022
Q3 		– Sell
-38,419
Closed -$1.8M – 756
2022
Q2 		$1.8M Sell
38,419
-16,006
-29% -$811K 0.19% 127
2022
Q1 		$2.98M Sell
54,425
-17,500
-24% -$848K 0.24% 82
2021
Q4 		$3.42M Sell
71,925
-1,214
-2% -$60.3K 0.28% 67
2021
Q3 		$3.61M Buy
73,139
+3,600
+5% +$183K 0.37% 50
2021
Q2 		$3.66M Buy
69,539
+6,963
+11% +$346K 0.39% 48
2021
Q1 		$2.92M Buy
62,576
+15,006
+32% +$633K 0.38% 57
2020
Q4 		$1.55M Buy
47,570
+39,445
+485% +$1.16M 0.23% 109
2020
Q3 		$223K Sell
8,125
-1,777
-18% -$55.6K 0.04% 427
2020
Q2 		$328K Buy
+9,902
New +$294K 0.07% 298

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

Independent Financial Group's EPR Position: Q2 2026 in Review

Independent Financial Group reduced its EPR Properties (EPR) stake by 9% in Q2 2026, selling an estimated $68.2K and leaving 12,093 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #836.

Independent Financial Group first reported a position in EPR in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.66M in Q2 2021. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Independent Financial Group held 12,093 shares of EPR Properties worth $702K as of Q2 2026.
  • Independent Financial Group sold 1,200 EPR Properties shares in Q2 2026, an estimated $68.2K.
  • EPR Properties made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #836 holding.
  • Independent Financial Group first reported a position in EPR Properties in Q2 2020 and has held it in 21 quarters since.
  • Independent Financial Group's EPR Properties position peaked at $3.66M in Q2 2021.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.