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Planning Strategies’s EPR Properties EPR Stock Holding History

Planning Strategies’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 		$7.08K Buy
+122
New +$6.94K ﹤0.01% 374

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

Planning Strategies's EPR Position: Q2 2026 in Review

Planning Strategies opened a new position in EPR Properties (EPR) in Q2 2026: 122 shares worth $7.08K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

457 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Planning Strategies held 122 shares of EPR Properties worth $7.08K as of Q2 2026.
  • EPR Properties was a new Planning Strategies position in Q2 2026.
  • EPR Properties made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #374 holding.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.