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Roble Belko & Company’s EPR Properties EPR Stock Holding History

Roble Belko & Company’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 		$2K Buy
31
+1
+3% +$57 ﹤0.01% 390
2026
Q1 		$2K Hold
30
– – ﹤0.01% 391
2025
Q4 		$1K Buy
30
+1
+3% +$52 ﹤0.01% 421
2025
Q3 		$2K Hold
29
– – ﹤0.01% 354
2025
Q2 		$2K Buy
29
+1
+4% +$53 ﹤0.01% 336
2025
Q1 		$1K Hold
28
– – ﹤0.01% 353
2024
Q4 		$1K Buy
28
+1
+4% +$46 ﹤0.01% 329
2024
Q3 		$1K Buy
27
+16
+145% +$730 ﹤0.01% 307
2024
Q2 		$0 Buy
+11
New +$453 ﹤0.01% 345

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

Roble Belko & Company's EPR Position: Q2 2026 in Review

Roble Belko & Company increased its EPR Properties (EPR) stake by 3.3% in Q2 2026, buying an estimated $57 and bringing the position to 31 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Roble Belko & Company first reported a position in EPR in Q2 2024 and has held it in 9 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Roble Belko & Company held 31 shares of EPR Properties worth $2K as of Q2 2026.
  • Roble Belko & Company bought 1 EPR Properties share in Q2 2026, an estimated $57.
  • EPR Properties made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #390 holding.
  • Roble Belko & Company first reported a position in EPR Properties in Q2 2024 and has held it in 9 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.