Proficio Capital Partners’s EPR Properties EPR Stock Holding History

Proficio Capital Partners’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	$300K	Buy	+5,179	New	+$294K	0.01%	498
2019 Q3	–	Sell	-969	Closed	-$72K	–	570
2019 Q2	$72K	Buy	969 +19	+2%	+$1.48K	0.02%	276
2019 Q1	$73K	Hold	950	–	–	0.03%	258
2018 Q4	$61K	Sell	950 -198	-17%	-$13.6K	0.03%	245
2018 Q3	$79K	Hold	1,148	–	–	0.03%	246
2018 Q2	$74K	Buy	1,148 +66	+6%	+$3.91K	0.03%	261
2018 Q1	$60K	Buy	1,082 +659	+156%	+$38.2K	0.02%	298
2017 Q4	$28K	Sell	423 -295	-41%	-$20.2K	0.01%	487
2017 Q3	$50K	Buy	718 +237	+49%	+$16.7K	0.02%	373
2017 Q2	$33K	Sell	481 -48	-9%	-$3.5K	0.01%	479
2017 Q1	$38K	Buy	529 +52	+11%	+$3.84K	0.02%	449
2016 Q4	$34K	Hold	477	–	–	0.01%	331
2016 Q3	$38K	Hold	477	–	–	0.02%	316
2016 Q2	$40K	Buy	477 +11	+2%	+$774	0.03%	302
2016 Q1	$31K	Buy	+466	New	+$28.4K	0.03%	277

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Proficio Capital Partners's EPR Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in EPR Properties (EPR) in Q2 2026: 5,179 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in EPR as recently as Q2 2019.

Proficio Capital Partners first reported a position in EPR in Q1 2016 and has held it in 15 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Proficio Capital Partners held 5,179 shares of EPR Properties worth $300K as of Q2 2026.
EPR Properties was a new Proficio Capital Partners position in Q2 2026.
EPR Properties made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #498 holding.
Proficio Capital Partners first reported a position in EPR Properties in Q1 2016 and has held it in 15 quarters since.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.