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LRI Investments’s EPR Properties EPR Stock Holding History

LRI Investments’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 		$4.35K Hold
75
– – ﹤0.01% 1165
2026
Q1 		$3.75K Hold
75
– – ﹤0.01% 1160
2025
Q4 		$3.74K Hold
75
– – ﹤0.01% 1094
2025
Q3 		$4.35K Hold
75
– – ﹤0.01% 1073
2025
Q2 		$4.37K Hold
75
– – ﹤0.01% 1048
2025
Q1 		$3.95K Hold
75
– – ﹤0.01% 1000
2024
Q4 		$3.32K Hold
75
– – ﹤0.01% 1002
2024
Q3 		$3.32K Hold
75
– – ﹤0.01% 1003
2024
Q2 		$3.15K Hold
75
– – ﹤0.01% 996
2024
Q1 		$3.18K Buy
+75
New +$3.27K ﹤0.01% 692

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

LRI Investments's EPR Position: Q2 2026 in Review

LRI Investments held its EPR Properties (EPR) position steady in Q2 2026 at 75 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

LRI Investments first reported a position in EPR in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.37K in Q2 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • LRI Investments held 75 shares of EPR Properties worth $4.35K as of Q2 2026.
  • LRI Investments left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1165 holding.
  • LRI Investments first reported a position in EPR Properties in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's EPR Properties position peaked at $4.37K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.