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Kerr Financial Planning’s EPR Properties EPR Stock Holding History

Kerr Financial Planning’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 		$7.25K Sell
125
-500
-80% -$28.4K 0.01% 404
2026
Q1 		$35K Hold
625
– – 0.02% 208
2025
Q4 		$35.3K Hold
625
– – 0.05% 213
2025
Q3 		$31.7K Buy
+625
New +$35.1K 0.04% 210

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

Kerr Financial Planning's EPR Position: Q2 2026 in Review

Kerr Financial Planning reduced its EPR Properties (EPR) stake by 80% in Q2 2026, selling an estimated $28.4K and leaving 125 shares worth $7.25K. The position accounts for 0.01% of the portfolio, ranked #404.

Kerr Financial Planning first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.3K in Q4 2025. 486 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Kerr Financial Planning held 125 shares of EPR Properties worth $7.25K as of Q2 2026.
  • Kerr Financial Planning sold 500 EPR Properties shares in Q2 2026, an estimated $28.4K.
  • EPR Properties made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #404 holding.
  • Kerr Financial Planning first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's EPR Properties position peaked at $35.3K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.