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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pursue Wealth Partners's EPR Position: Q1 2026 in Review

Pursue Wealth Partners held its EPR Properties (EPR) position steady in Q1 2026 at 6,218 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #78.

Pursue Wealth Partners first reported a position in EPR in Q1 2024 and has held it in 9 quarters since. The position peaked at $362K in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Pursue Wealth Partners held 6,218 shares of EPR Properties worth $311K as of Q1 2026.
  • Pursue Wealth Partners left its EPR Properties share count unchanged in Q1 2026.
  • EPR Properties made up 0.19% of Pursue Wealth Partners's portfolio in Q1 2026, its #78 holding.
  • Pursue Wealth Partners first reported a position in EPR Properties in Q1 2024 and has held it in 9 quarters since.
  • Pursue Wealth Partners's EPR Properties position peaked at $362K in Q2 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.