SWP
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Sagespring Wealth Partners’s EPR Properties EPR Stock Holding History

Sagespring Wealth 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 		$221K Buy
+3,804
New +$216K ﹤0.01% 798

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

Sagespring Wealth Partners's EPR Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in EPR Properties (EPR) in Q2 2026: 3,804 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Sagespring Wealth Partners held 3,804 shares of EPR Properties worth $221K as of Q2 2026.
  • EPR Properties was a new Sagespring Wealth Partners position in Q2 2026.
  • EPR Properties made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #798 holding.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.