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Pinnacle Wealth Planning Services’s EPR Properties EPR Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$4K Hold
69
– – ﹤0.01% 2346
2026
Q1 		$3.45K Buy
69
+18
+35% +$990 ﹤0.01% 2340
2025
Q4 		$2.54K Buy
+51
New +$2.65K ﹤0.01% 2430
2021
Q1 		– Sell
-62
Closed -$2K – 845
2020
Q4 		$2K Buy
+62
New +$1.82K ﹤0.01% 1923

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 Wealth Planning Services's EPR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its EPR Properties (EPR) position steady in Q2 2026 at 69 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Pinnacle Wealth Planning Services first reported a position in EPR in Q4 2020 and has held it in 4 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 69 shares of EPR Properties worth $4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2346 holding.
  • Pinnacle Wealth Planning Services first reported a position in EPR Properties in Q4 2020 and has held it in 4 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.