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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Family Advisors's EPR Position: Q1 2026 in Review

Pinnacle Family Advisors increased its EPR Properties (EPR) stake by 0.98% in Q1 2026, buying an estimated $3.68K and bringing the position to 6,879 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #93.

Pinnacle Family Advisors first reported a position in EPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q3 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Pinnacle Family Advisors held 6,879 shares of EPR Properties worth $344K as of Q1 2026.
  • Pinnacle Family Advisors bought 67 EPR Properties shares in Q1 2026, an estimated $3.68K.
  • EPR Properties made up 0.16% of Pinnacle Family Advisors's portfolio in Q1 2026, its #93 holding.
  • Pinnacle Family Advisors first reported a position in EPR Properties in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Family Advisors's EPR Properties position peaked at $386K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.