Keating Financial Advisory Services’s EPR Properties EPR Stock Holding History

Keating Financial Advisory Services’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	$348	Buy	6 +2	+50%	+$114	﹤0.01%	2386
2026 Q1	$200	Hold	4	–	–	﹤0.01%	2373
2025 Q4	$200	Buy	+4	New	+$208	﹤0.01%	2075

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's EPR Position: Q2 2026 in Review

Keating Financial Advisory Services increased its EPR Properties (EPR) stake by 50% in Q2 2026, buying an estimated $114 and bringing the position to 6 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Keating Financial Advisory Services first reported a position in EPR in Q4 2025 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Keating Financial Advisory Services held 6 shares of EPR Properties worth $348 as of Q2 2026.
Keating Financial Advisory Services bought 2 EPR Properties shares in Q2 2026, an estimated $114.
EPR Properties made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2386 holding.
Keating Financial Advisory Services first reported a position in EPR Properties in Q4 2025 and has held it in 3 quarters since.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.