LPL Financial’s EPR Properties EPR Stock Holding History

LPL 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
2019 Q3	–	Sell	-5,700	Closed	-$425K	–	3311
2019 Q2	$425K	Sell	5,700 -100	-2%	-$7.8K	﹤0.01%	2396
2019 Q1	$446K	Buy	+5,800	New	+$422K	﹤0.01%	2316

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

LPL Financial's EPR Position: Q2 2026 in Review

LPL Financial reduced its EPR Properties (EPR) stake by 0.66% in Q2 2026, selling an estimated $33.8K and leaving 90,033 shares worth $5.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

LPL Financial first reported a position in EPR in Q4 2013 and has held it in 50 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

LPL Financial held 90,033 shares of EPR Properties worth $5.22M as of Q2 2026.
LPL Financial sold 594 EPR Properties shares in Q2 2026, an estimated $33.8K.
EPR Properties made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2755 holding.
LPL Financial first reported a position in EPR Properties in Q4 2013 and has held it in 50 quarters since.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.