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Pinnacle Family Advisors’s EPR Properties EPR Stock Holding History

Pinnacle Family 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 		$375K Sell
6,460
-419
-6% -$23.8K 0.16% 104
2026
Q1 		$344K Buy
6,879
+67
+1% +$3.68K 0.16% 93
2025
Q4 		$340K Buy
6,812
+160
+2% +$8.33K 0.15% 98
2025
Q3 		$386K Buy
+6,652
New +$374K 0.17% 86

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

Pinnacle Family Advisors's EPR Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its EPR Properties (EPR) stake by 6.1% in Q2 2026, selling an estimated $23.8K and leaving 6,460 shares worth $375K. The position accounts for 0.16% of the portfolio, ranked #104.

Pinnacle Family Advisors first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $386K in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Pinnacle Family Advisors held 6,460 shares of EPR Properties worth $375K as of Q2 2026.
  • Pinnacle Family Advisors sold 419 EPR Properties shares in Q2 2026, an estimated $23.8K.
  • EPR Properties made up 0.16% of Pinnacle Family Advisors's portfolio in Q2 2026, its #104 holding.
  • Pinnacle Family Advisors first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Family Advisors's EPR Properties position peaked at $386K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.