N.E.W. Advisory Services’s EPR Properties EPR Stock Holding History

N.E.W. Advisory Services’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 Q1	–	Sell	-83	Closed	-$4.14K	–	928
2025 Q4	$4.14K	Hold	83	–	–	﹤0.01%	726
2025 Q3	$4.82K	Hold	83	–	–	﹤0.01%	667
2025 Q2	$4.84K	Hold	83	–	–	﹤0.01%	660
2025 Q1	$4.37K	Buy	+83	New	+$4.07K	﹤0.01%	723

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

N.E.W. Advisory Services's EPR Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 83 shares — an estimated $4.14K sold.

N.E.W. Advisory Services first reported a position in EPR in Q1 2025 and held it in 4 quarters. The position peaked at $4.84K in Q2 2025. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

N.E.W. Advisory Services reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 83 EPR Properties shares in Q1 2026, an estimated $4.14K.
N.E.W. Advisory Services first reported a position in EPR Properties in Q1 2025 and held it in 4 quarters.
N.E.W. Advisory Services's EPR Properties position peaked at $4.84K in Q2 2025.
464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.