Kestra Private Wealth Services’s EPR Properties EPR Stock Holding History

Kestra Private Wealth 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	$1.01M	Buy	17,395 +2,012	+13%	+$114K	0.01%	896
2026 Q1	$769K	Buy	15,383 +129	+0.8%	+$7.09K	0.01%	975
2025 Q4	$761K	Buy	15,254 +1,249	+9%	+$65K	0.01%	937
2025 Q3	$812K	Buy	14,005 +692	+5%	+$38.9K	0.01%	871
2025 Q2	$776K	Sell	13,313 -397	-3%	-$20.9K	0.01%	839
2025 Q1	$721K	Sell	13,710 -29	-0.2%	-$1.42K	0.01%	804
2024 Q4	$608K	Buy	13,739 +249	+2%	+$11.4K	0.01%	843
2024 Q3	$665K	Buy	13,490 +6,796	+102%	+$310K	0.01%	765
2024 Q2	$283K	Buy	6,694 +27	+0.4%	+$1.11K	0.01%	1072
2024 Q1	$285K	Buy	+6,667	New	+$291K	0.01%	1036

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

Kestra Private Wealth Services's EPR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its EPR Properties (EPR) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 17,395 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #896.

Kestra Private Wealth Services first reported a position in EPR in Q1 2024 and has held it in 10 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Kestra Private Wealth Services held 17,395 shares of EPR Properties worth $1.01M as of Q2 2026.
Kestra Private Wealth Services bought 2,012 EPR Properties shares in Q2 2026, an estimated $114K.
EPR Properties made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #896 holding.
Kestra Private Wealth Services first reported a position in EPR Properties in Q1 2024 and has held it in 10 quarters since.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.