Robertson Stephens Wealth Management’s EPR Properties EPR Stock Holding History

Robertson Stephens 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	$274K	Hold	4,700	–	–	0.01%	546
2026 Q1	$236K	Hold	4,700	–	–	0.01%	559
2025 Q4	$236K	Hold	4,700	–	–	0.01%	566
2025 Q3	$274K	Hold	4,700	–	–	0.01%	466
2025 Q2	$275K	Hold	4,700	–	–	0.01%	474
2025 Q1	$249K	Hold	4,700	–	–	0.01%	484
2024 Q4	$209K	Hold	4,700	–	–	0.01%	538
2024 Q3	$232K	Sell	4,700 -50	-1%	-$2.28K	0.01%	576
2024 Q2	$201K	Buy	4,750 +50	+1%	+$2.06K	0.01%	481
2024 Q1	$201K	Sell	4,700 -24	-0.5%	-$1.05K	0.01%	483
2023 Q4	$230K	Buy	+4,724	New	+$211K	0.01%	421
2023 Q3	–	Sell	-4,703	Closed	-$221K	–	452
2023 Q2	$221K	Buy	+4,703	New	+$198K	0.02%	395
2022 Q3	–	Sell	-4,700	Closed	-$221K	–	369
2022 Q2	$221K	Hold	4,700	–	–	0.02%	342
2022 Q1	$258K	Hold	4,700	–	–	0.02%	338
2021 Q4	$224K	Buy	+4,700	New	+$233K	0.02%	367

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robertson Stephens Wealth Management's EPR Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its EPR Properties (EPR) position steady in Q2 2026 at 4,700 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #546.

Robertson Stephens Wealth Management first reported a position in EPR in Q4 2021 and has held it in 15 quarters since. The position peaked at $275K in Q2 2025. 183 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Robertson Stephens Wealth Management held 4,700 shares of EPR Properties worth $274K as of Q2 2026.
Robertson Stephens Wealth Management left its EPR Properties share count unchanged in Q2 2026.
EPR Properties made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #546 holding.
Robertson Stephens Wealth Management first reported a position in EPR Properties in Q4 2021 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's EPR Properties position peaked at $275K in Q2 2025.
183 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.