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Maridea Wealth Management’s EPR Properties EPR Stock Holding History

Maridea Wealth Management’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 		$554K Buy
9,556
+366
+4% +$20.8K 0.06% 279
2026
Q1 		$459K Sell
9,190
-2,346
-20% -$129K 0.07% 265
2025
Q4 		$576K Buy
11,536
+264
+2% +$13.7K 0.09% 223
2025
Q3 		$624K Sell
11,272
-439
-4% -$24.7K 0.1% 201
2025
Q2 		$682K Buy
11,711
+196
+2% +$10.3K 0.18% 114
2025
Q1 		$606K Buy
11,515
+5
+0% +$245 0.2% 94
2024
Q4 		$510K Buy
+11,510
New +$527K 0.16% 107

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

Maridea Wealth Management's EPR Position: Q2 2026 in Review

Maridea Wealth Management increased its EPR Properties (EPR) stake by 4% in Q2 2026, buying an estimated $20.8K and bringing the position to 9,556 shares worth $554K. The position accounts for 0.06% of the portfolio, ranked #279.

Maridea Wealth Management first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Maridea Wealth Management held 9,556 shares of EPR Properties worth $554K as of Q2 2026.
  • Maridea Wealth Management bought 366 EPR Properties shares in Q2 2026, an estimated $20.8K.
  • EPR Properties made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Maridea Wealth Management first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's EPR Properties position peaked at $682K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.