MFG
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Merit Financial Group’s EPR Properties EPR Stock Holding History

Merit Financial Group’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 		$282K Sell
4,859
-20
-0.4% -$1.14K ﹤0.01% 1848
2026
Q1 		$244K Buy
4,879
+36
+0.7% +$1.98K ﹤0.01% 1785
2025
Q4 		$242K Sell
4,843
-1,186
-20% -$61.7K ﹤0.01% 1702
2025
Q3 		$350K Buy
6,029
+358
+6% +$20.1K ﹤0.01% 1355
2025
Q2 		$330K Buy
+5,671
New +$299K ﹤0.01% 1285

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

Merit Financial Group's EPR Position: Q2 2026 in Review

Merit Financial Group reduced its EPR Properties (EPR) stake by 0.41% in Q2 2026, selling an estimated $1.14K and leaving 4,859 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Merit Financial Group first reported a position in EPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $350K in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Merit Financial Group held 4,859 shares of EPR Properties worth $282K as of Q2 2026.
  • Merit Financial Group sold 20 EPR Properties shares in Q2 2026, an estimated $1.14K.
  • EPR Properties made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1848 holding.
  • Merit Financial Group first reported a position in EPR Properties in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's EPR Properties position peaked at $350K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.