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Pursue Wealth Partners’s EPR Properties EPR Stock Holding History

Pursue Wealth 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 		$361K Hold
6,218
– – 0.2% 73
2026
Q1 		$311K Hold
6,218
– – 0.19% 78
2025
Q4 		$310K Hold
6,218
– – 0.15% 78
2025
Q3 		$361K Hold
6,218
– – 0.2% 79
2025
Q2 		$362K Hold
6,218
– – 0.21% 75
2025
Q1 		$327K Hold
6,218
– – 0.2% 82
2024
Q4 		$275K Hold
6,218
– – 0.16% 90
2024
Q3 		$305K Hold
6,218
– – 0.17% 83
2024
Q2 		$261K Hold
6,218
– – 0.14% 88
2024
Q1 		$264K Buy
+6,218
New +$271K 0.16% 85

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

Pursue Wealth Partners's EPR Position: Q2 2026 in Review

Pursue Wealth Partners held its EPR Properties (EPR) position steady in Q2 2026 at 6,218 shares worth $361K. The position accounts for 0.2% of the portfolio, ranked #73.

Pursue Wealth Partners first reported a position in EPR in Q1 2024 and has held it in 10 quarters since. The position peaked at $362K in Q2 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Pursue Wealth Partners held 6,218 shares of EPR Properties worth $361K as of Q2 2026.
  • Pursue Wealth Partners left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up 0.2% of Pursue Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Pursue Wealth Partners first reported a position in EPR Properties in Q1 2024 and has held it in 10 quarters since.
  • Pursue Wealth Partners's EPR Properties position peaked at $362K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.