RFP
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Root Financial Partners’s EPR Properties EPR Stock Holding History

Root Financial 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
Q2 		– Sell
-121
Closed -$6.04K – 1254
2026
Q1 		$6.04K Buy
121
+96
+384% +$5.28K ﹤0.01% 1879
2025
Q4 		$1.25K Buy
+25
New +$1.3K ﹤0.01% 2064

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

Root Financial Partners's EPR Position: Q2 2026 in Review

Root Financial Partners sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 121 shares — an estimated $6.04K sold.

Root Financial Partners first reported a position in EPR in Q4 2025 and held it in 2 quarters. The position peaked at $6.04K in Q1 2026. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Root Financial Partners reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 121 EPR Properties shares in Q2 2026, an estimated $6.04K.
  • Root Financial Partners first reported a position in EPR Properties in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's EPR Properties position peaked at $6.04K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.