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Kovack Advisors’s EPR Properties EPR Stock Holding History

Kovack Advisors’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 		$740K Buy
12,818
+2,305
+22% +$131K 0.04% 481
2026
Q1 		$529K Sell
10,513
-88
-0.8% -$4.84K 0.03% 568
2025
Q4 		$529K Buy
10,601
+1,779
+20% +$92.6K 0.02% 576
2025
Q3 		$512K Buy
8,822
+290
+3% +$16.3K 0.05% 323
2025
Q2 		$497K Buy
8,532
+3,143
+58% +$166K 0.05% 331
2025
Q1 		$284K Sell
5,389
-5,300
-50% -$260K 0.03% 438
2024
Q4 		$473K Sell
10,689
-1,761
-14% -$80.7K 0.05% 320
2024
Q3 		$611K Sell
12,450
-506
-4% -$23.1K 0.06% 265
2024
Q2 		$544K Buy
+12,956
New +$533K 0.06% 289

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

Kovack Advisors's EPR Position: Q2 2026 in Review

Kovack Advisors increased its EPR Properties (EPR) stake by 22% in Q2 2026, buying an estimated $131K and bringing the position to 12,818 shares worth $740K. The position accounts for 0.04% of the portfolio, ranked #481.

Kovack Advisors first reported a position in EPR in Q2 2024 and has held it in 9 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Kovack Advisors held 12,818 shares of EPR Properties worth $740K as of Q2 2026.
  • Kovack Advisors bought 2,305 EPR Properties shares in Q2 2026, an estimated $131K.
  • EPR Properties made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #481 holding.
  • Kovack Advisors first reported a position in EPR Properties in Q2 2024 and has held it in 9 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.