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Prosperity Consulting Group’s EPR Properties EPR Stock Holding History

Prosperity Consulting Group’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 		$324K Buy
+5,587
New +$318K 0.01% 471
2026
Q1 		– Sell
-4,608
Closed -$230K – 533
2025
Q4 		$230K Sell
4,608
-759
-14% -$39.5K 0.01% 467
2025
Q3 		$311K Sell
5,367
-30
-0.6% -$1.69K 0.02% 409
2025
Q2 		$314K Sell
5,397
-200
-4% -$10.5K 0.02% 371
2025
Q1 		$294K Sell
5,597
-561
-9% -$27.5K 0.02% 371
2024
Q4 		$273K Buy
+6,158
New +$282K 0.02% 400

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

Prosperity Consulting Group's EPR Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in EPR Properties (EPR) in Q2 2026: 5,587 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Prosperity Consulting Group previously reported a position in EPR as recently as Q4 2025.

Prosperity Consulting Group first reported a position in EPR in Q4 2024 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Prosperity Consulting Group held 5,587 shares of EPR Properties worth $324K as of Q2 2026.
  • EPR Properties was a new Prosperity Consulting Group position in Q2 2026.
  • EPR Properties made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #471 holding.
  • Prosperity Consulting Group first reported a position in EPR Properties in Q4 2024 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.