KF
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Krilogy Financial’s EPR Properties EPR Stock Holding History

Krilogy Financial’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 		$241K Sell
4,157
-335
-7% -$19K 0.01% 901
2026
Q1 		$251K Sell
4,492
-810
-15% -$44.5K 0.01% 808
2025
Q4 		$279K Sell
5,302
-1,125
-18% -$58.6K 0.01% 753
2025
Q3 		$319K Buy
+6,427
New +$361K 0.01% 657

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

Krilogy Financial's EPR Position: Q2 2026 in Review

Krilogy Financial reduced its EPR Properties (EPR) stake by 7.5% in Q2 2026, selling an estimated $19K and leaving 4,157 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #901.

Krilogy Financial first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $319K in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Krilogy Financial held 4,157 shares of EPR Properties worth $241K as of Q2 2026.
  • Krilogy Financial sold 335 EPR Properties shares in Q2 2026, an estimated $19K.
  • EPR Properties made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #901 holding.
  • Krilogy Financial first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's EPR Properties position peaked at $319K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.