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Jefferies Financial Group’s EPR Properties EPR Stock Holding History

Jefferies 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 		$559K Buy
9,640
+4,649
+93% +$264K ﹤0.01% 1221
2026
Q1 		$249K Sell
4,991
-64,471
-93% -$3.54M ﹤0.01% 1434
2025
Q4 		$3.47M Buy
69,462
+2,862
+4% +$149K 0.02% 588
2025
Q3 		$3.86M Buy
+66,600
New +$3.74M 0.02% 445
2024
Q3 		– Sell
-6,277
Closed -$264K – 1528
2024
Q2 		$264K Buy
6,277
+847
+16% +$34.8K ﹤0.01% 1151
2024
Q1 		$231K Buy
+5,430
New +$237K ﹤0.01% 1300
2023
Q3 		– Sell
-7,177
Closed -$336K – 1710
2023
Q2 		$336K Buy
+7,177
New +$303K ﹤0.01% 1291

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

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

Jefferies Financial Group increased its EPR Properties (EPR) stake by 93% in Q2 2026, buying an estimated $264K and bringing the position to 9,640 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Jefferies Financial Group first reported a position in EPR in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.86M in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Jefferies Financial Group held 9,640 shares of EPR Properties worth $559K as of Q2 2026.
  • Jefferies Financial Group bought 4,649 EPR Properties shares in Q2 2026, an estimated $264K.
  • EPR Properties made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1221 holding.
  • Jefferies Financial Group first reported a position in EPR Properties in Q2 2023 and has held it in 7 quarters since.
  • Jefferies Financial Group's EPR Properties position peaked at $3.86M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.