Lido Advisors’s EPR Properties EPR Stock Holding History

Lido 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	$460K	Buy	7,895 +556	+8%	+$31.6K	﹤0.01%	1516
2026 Q1	$369K	Sell	7,339 -1,141	-13%	-$62.7K	﹤0.01%	1462
2025 Q4	$492K	Buy	8,480 +293	+4%	+$15.3K	﹤0.01%	1303
2025 Q3	$477K	Buy	+8,187	New	+$460K	﹤0.01%	1248
2021 Q4	–	Sell	-11,000	Closed	-$543K	–	1004
2021 Q3	$543K	Buy	+11,000	New	+$558K	0.01%	563
2018 Q4	–	Sell	-10,000	Closed	-$687K	–	448
2018 Q3	$687K	Buy	+10,000	New	+$680K	0.07%	179
2018 Q2	–	Sell	-13,000	Closed	-$720K	–	430
2018 Q1	$720K	Hold	13,000	–	–	0.1%	134
2017 Q4	$850K	Buy	13,000 +6,000	+86%	+$410K	0.12%	98
2017 Q3	$484K	Buy	+7,000	New	+$493K	0.08%	151

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 $3.37T AUM 44.26% 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

Lido Advisors's EPR Position: Q2 2026 in Review

Lido Advisors increased its EPR Properties (EPR) stake by 7.6% in Q2 2026, buying an estimated $31.6K and bringing the position to 7,895 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Lido Advisors first reported a position in EPR in Q3 2017 and has held it in 9 quarters since. The position peaked at $850K in Q4 2017. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Lido Advisors held 7,895 shares of EPR Properties worth $460K as of Q2 2026.
Lido Advisors bought 556 EPR Properties shares in Q2 2026, an estimated $31.6K.
EPR Properties made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1516 holding.
Lido Advisors first reported a position in EPR Properties in Q3 2017 and has held it in 9 quarters since.
Lido Advisors's EPR Properties position peaked at $850K in Q4 2017.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.