SageView Advisory Group’s EPR Properties EPR Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-1,003	Closed	-$50.1K	–	1147
2025 Q4	$50.1K	Buy	+1,003	New	+$52.2K	﹤0.01%	1077

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's EPR Position: Q1 2026 in Review

SageView Advisory Group sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 1,003 shares — an estimated $50.1K sold.

SageView Advisory Group first reported a position in EPR in Q4 2025 and held it in 1 quarter. The position peaked at $50.1K in Q4 2025. 465 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

SageView Advisory Group reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,003 EPR Properties shares in Q1 2026, an estimated $50.1K.
SageView Advisory Group first reported a position in EPR Properties in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's EPR Properties position peaked at $50.1K in Q4 2025.
465 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.