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Lloyd Advisory Services’s EPR Properties EPR Stock Holding History

Lloyd Advisory 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 		– Sell
-70
Closed -$3.5K – 738
2026
Q1 		$3.5K Sell
70
-317
-82% -$17.4K ﹤0.01% 613
2025
Q4 		$19.3K Buy
+387
New +$20.1K 0.01% 338

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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

Lloyd Advisory Services's EPR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 70 shares — an estimated $3.5K sold.

Lloyd Advisory Services first reported a position in EPR in Q4 2025 and held it in 2 quarters. The position peaked at $19.3K in Q4 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Lloyd Advisory Services reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 70 EPR Properties shares in Q2 2026, an estimated $3.5K.
  • Lloyd Advisory Services first reported a position in EPR Properties in Q4 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's EPR Properties position peaked at $19.3K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.