Mercer Global Advisors
EPR icon

Mercer Global Advisors’s EPR Properties EPR Stock Holding History

Mercer Global 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 		$7.09M Buy
122,139
+7,474
+7% +$425K 0.01% 716
2026
Q1 		$5.73M Buy
114,665
+13,105
+13% +$721K 0.01% 713
2025
Q4 		$5.07M Buy
101,560
+4,467
+5% +$233K 0.01% 718
2025
Q3 		$5.63M Buy
97,093
+13,092
+16% +$736K 0.01% 624
2025
Q2 		$4.89M Buy
84,001
+14,322
+21% +$754K 0.01% 572
2025
Q1 		$3.67M Buy
69,679
+6,772
+11% +$332K 0.01% 635
2024
Q4 		$2.79M Sell
62,907
-2,211
-3% -$101K 0.01% 724
2024
Q3 		$3.15M Buy
65,118
+6,172
+10% +$282K 0.01% 621
2024
Q2 		$2.47M Buy
58,946
+8,475
+17% +$349K 0.01% 666
2024
Q1 		$2.14M Buy
50,471
+997
+2% +$43.5K 0.01% 705
2023
Q4 		$2.4M Buy
49,474
+3,106
+7% +$138K 0.01% 681
2023
Q3 		$1.93M Buy
46,368
+8,841
+24% +$389K 0.01% 715
2023
Q2 		$1.76M Sell
37,527
-2,689
-7% -$113K 0.01% 766
2023
Q1 		$1.53M Buy
40,216
+10,497
+35% +$418K 0.01% 759
2022
Q4 		$1.12M Sell
29,719
-138
-0.5% -$5.37K 0.01% 871
2022
Q3 		$1.07M Buy
29,857
+1,592
+6% +$75.1K 0.01% 815
2022
Q2 		$1.33M Buy
+28,265
New +$1.43M 0.01% 734
2020
Q3 		– Sell
-8,170
Closed -$271K – 1251
2020
Q2 		$271K Buy
+8,170
New +$242K ﹤0.01% 884

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

Mercer Global Advisors's EPR Position: Q2 2026 in Review

Mercer Global Advisors increased its EPR Properties (EPR) stake by 6.5% in Q2 2026, buying an estimated $425K and bringing the position to 122,139 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #716.

Mercer Global Advisors first reported a position in EPR in Q2 2020 and has held it in 18 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Mercer Global Advisors held 122,139 shares of EPR Properties worth $7.09M as of Q2 2026.
  • Mercer Global Advisors bought 7,474 EPR Properties shares in Q2 2026, an estimated $425K.
  • EPR Properties made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #716 holding.
  • Mercer Global Advisors first reported a position in EPR Properties in Q2 2020 and has held it in 18 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.