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Rialto Wealth Management’s EPR Properties EPR Stock Holding History

Rialto Wealth Management’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 		$1.28K Buy
22
+12
+120% +$682 ﹤0.01% 1273
2026
Q1 		$500 Hold
10
– – ﹤0.01% 1385
2025
Q4 		$499 Hold
10
– – ﹤0.01% 1280
2025
Q3 		$581 Hold
10
– – ﹤0.01% 1145
2025
Q2 		$583 Buy
+10
New +$527 ﹤0.01% 1064

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

Rialto Wealth Management's EPR Position: Q2 2026 in Review

Rialto Wealth Management increased its EPR Properties (EPR) stake by 120% in Q2 2026, buying an estimated $682 and bringing the position to 22 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Rialto Wealth Management first reported a position in EPR in Q2 2025 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Rialto Wealth Management held 22 shares of EPR Properties worth $1.28K as of Q2 2026.
  • Rialto Wealth Management bought 12 EPR Properties shares in Q2 2026, an estimated $682.
  • EPR Properties made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1273 holding.
  • Rialto Wealth Management first reported a position in EPR Properties in Q2 2025 and has held it in 5 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.