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Inscription Capital’s EPR Properties EPR Stock Holding History

Inscription Capital’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 		$944K Sell
16,276
-3,897
-19% -$222K 0.08% 228
2026
Q1 		$1.01M Sell
20,173
-427
-2% -$23.5K 0.11% 186
2025
Q4 		$1.03M Buy
20,600
+7,199
+54% +$375K 0.11% 188
2025
Q3 		$777K Buy
13,401
+5,595
+72% +$314K 0.08% 243
2025
Q2 		$455K Buy
+7,806
New +$411K 0.07% 239
2019
Q1 		– Sell
-54
Closed -$3K – 265
2018
Q4 		$3K Buy
+54
New +$3.71K ﹤0.01% 282

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 $3.38T AUM 44.17% 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

Inscription Capital's EPR Position: Q2 2026 in Review

Inscription Capital reduced its EPR Properties (EPR) stake by 19% in Q2 2026, selling an estimated $222K and leaving 16,276 shares worth $944K. The position accounts for 0.08% of the portfolio, ranked #228.

Inscription Capital first reported a position in EPR in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Inscription Capital held 16,276 shares of EPR Properties worth $944K as of Q2 2026.
  • Inscription Capital sold 3,897 EPR Properties shares in Q2 2026, an estimated $222K.
  • EPR Properties made up 0.08% of Inscription Capital's portfolio in Q2 2026, its #228 holding.
  • Inscription Capital first reported a position in EPR Properties in Q4 2018 and has held it in 6 quarters since.
  • Inscription Capital's EPR Properties position peaked at $1.03M in Q4 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.