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EPR icon

NewEdge Advisors’s EPR Properties EPR Stock Holding History

NewEdge 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 		$270K Buy
4,650
+3
+0.1% +$171 ﹤0.01% 2576
2026
Q1 		$232K Buy
4,647
+4,034
+658% +$222K ﹤0.01% 2523
2025
Q4 		$30.6K Buy
613
+158
+35% +$8.22K ﹤0.01% 3118
2025
Q3 		$26.4K Buy
455
+55
+14% +$3.09K ﹤0.01% 3031
2025
Q2 		$23.3K Hold
400
– – ﹤0.01% 2898
2025
Q1 		$21K Buy
400
+50
+14% +$2.45K ﹤0.01% 2843
2024
Q4 		$15.5K Hold
350
– – ﹤0.01% 2882
2024
Q3 		$17.2K Sell
350
-10
-3% -$457 ﹤0.01% 2760
2024
Q2 		$15.1K Sell
360
-78
-18% -$3.21K ﹤0.01% 2710
2024
Q1 		$18.6K Buy
438
+300
+217% +$13.1K ﹤0.01% 2653
2023
Q4 		$6.69K Hold
138
– – ﹤0.01% 3013
2023
Q3 		$5.73K Sell
138
-420
-75% -$18.5K ﹤0.01% 2764
2023
Q2 		$26.1K Hold
558
– – ﹤0.01% 2300
2023
Q1 		$21.3K Sell
558
-125
-18% -$4.98K ﹤0.01% 2316
2022
Q4 		$4.51K Buy
+683
New +$26.6K ﹤0.01% 2628
2020
Q1 		– Sell
-4,146
Closed -$292K – 818
2019
Q4 		$292K Sell
4,146
-1,026
-20% -$75.7K 0.01% 667
2019
Q3 		$402K Buy
+5,172
New +$394K 0.02% 567
2017
Q3 		– Sell
-430
Closed -$30.3K – 586
2017
Q2 		$30.3K Buy
+430
New +$31.3K 0.01% 620

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

NewEdge Advisors's EPR Position: Q2 2026 in Review

NewEdge Advisors increased its EPR Properties (EPR) stake by 0.06% in Q2 2026, buying an estimated $171 and bringing the position to 4,650 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

NewEdge Advisors first reported a position in EPR in Q2 2017 and has held it in 18 quarters since. The position peaked at $402K in Q3 2019. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • NewEdge Advisors held 4,650 shares of EPR Properties worth $270K as of Q2 2026.
  • NewEdge Advisors bought 3 EPR Properties shares in Q2 2026, an estimated $171.
  • EPR Properties made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2576 holding.
  • NewEdge Advisors first reported a position in EPR Properties in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's EPR Properties position peaked at $402K in Q3 2019.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.