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Sachetta’s EPR Properties EPR Stock Holding History

Sachetta’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 		$10.7K Buy
183
+2
+1% +$114 0.01% 424
2026
Q1 		$9.04K Buy
181
+159
+723% +$8.74K ﹤0.01% 464
2025
Q4 		$1.1K Hold
22
– – ﹤0.01% 893
2025
Q3 		$1.28K Hold
22
– – ﹤0.01% 929
2025
Q2 		$1.28K Hold
22
– – ﹤0.01% 938
2025
Q1 		$1.16K Hold
22
– – ﹤0.01% 911
2024
Q4 		$975 Buy
+22
New +$1.01K ﹤0.01% 998

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
Quantinno Capital Management
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

Sachetta's EPR Position: Q2 2026 in Review

Sachetta increased its EPR Properties (EPR) stake by 1.1% in Q2 2026, buying an estimated $114 and bringing the position to 183 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #424.

Sachetta first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Sachetta held 183 shares of EPR Properties worth $10.7K as of Q2 2026.
  • Sachetta bought 2 EPR Properties shares in Q2 2026, an estimated $114.
  • EPR Properties made up 0.01% of Sachetta's portfolio in Q2 2026, its #424 holding.
  • Sachetta first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.