NWM
EPR icon

Nova Wealth Management’s EPR Properties EPR Stock Holding History

Nova 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 		$55.9K Sell
964
-36
-4% -$2.05K 0.03% 216
2026
Q1 		$50K Hold
1,000
– – 0.03% 205
2025
Q4 		$49.9K Hold
1,000
– – 0.03% 199
2025
Q3 		$58K Hold
1,000
– – 0.04% 192
2025
Q2 		$58.3K Sell
1,000
-223
-18% -$11.7K 0.04% 195
2025
Q1 		$64.3K Hold
1,223
– – 0.06% 181
2024
Q4 		$54.2K Buy
+1,223
New +$56K 0.05% 163

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

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

Nova Wealth Management reduced its EPR Properties (EPR) stake by 3.6% in Q2 2026, selling an estimated $2.05K and leaving 964 shares worth $55.9K. The position accounts for 0.03% of the portfolio, ranked #216.

Nova Wealth Management first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.3K in Q1 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Nova Wealth Management held 964 shares of EPR Properties worth $55.9K as of Q2 2026.
  • Nova Wealth Management sold 36 EPR Properties shares in Q2 2026, an estimated $2.05K.
  • EPR Properties made up 0.03% of Nova Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Nova Wealth Management first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's EPR Properties position peaked at $64.3K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.