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Retirement Wealth Solutions’s EPR Properties EPR Stock Holding History

Retirement Wealth Solutions’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 		$3.42K Buy
59
+24
+69% +$1.36K ﹤0.01% 420
2026
Q1 		$1.75K Sell
35
-3
-8% -$165 ﹤0.01% 534
2025
Q4 		$1.9K Sell
38
-25
-40% -$1.3K ﹤0.01% 462
2025
Q3 		$3.65K Buy
+63
New +$3.54K ﹤0.01% 359

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

Retirement Wealth Solutions's EPR Position: Q2 2026 in Review

Retirement Wealth Solutions increased its EPR Properties (EPR) stake by 69% in Q2 2026, buying an estimated $1.36K and bringing the position to 59 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Retirement Wealth Solutions first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.65K in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Retirement Wealth Solutions held 59 shares of EPR Properties worth $3.42K as of Q2 2026.
  • Retirement Wealth Solutions bought 24 EPR Properties shares in Q2 2026, an estimated $1.36K.
  • EPR Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #420 holding.
  • Retirement Wealth Solutions first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's EPR Properties position peaked at $3.65K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.