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Rothschild Investment LLC’s EPR Properties EPR Stock Holding History

Rothschild Investment LLC’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 		$3.77K Sell
65
-31
-32% -$1.76K ﹤0.01% 2437
2026
Q1 		$4.8K Buy
96
+19
+25% +$1.04K ﹤0.01% 2074
2025
Q4 		$3.84K Buy
77
+61
+381% +$3.18K ﹤0.01% 2030
2025
Q3 		$928 Buy
+16
New +$899 ﹤0.01% 2614

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's EPR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its EPR Properties (EPR) stake by 32% in Q2 2026, selling an estimated $1.76K and leaving 65 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Rothschild Investment LLC first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.8K in Q1 2026. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Rothschild Investment LLC held 65 shares of EPR Properties worth $3.77K as of Q2 2026.
  • Rothschild Investment LLC sold 31 EPR Properties shares in Q2 2026, an estimated $1.76K.
  • EPR Properties made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2437 holding.
  • Rothschild Investment LLC first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's EPR Properties position peaked at $4.8K in Q1 2026.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.