Samalin Investment Counsel’s EPR Properties EPR Stock Holding History

Samalin Investment Counsel’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	$504K	Sell	8,681 -2,732	-24%	-$155K	0.16%	158
2026 Q1	$570K	Sell	11,413 -1,245	-10%	-$68.5K	0.2%	145
2025 Q4	$632K	Buy	12,658 +821	+7%	+$42.7K	0.22%	131
2025 Q3	$687K	Sell	11,837 -783	-6%	-$44K	0.24%	123
2025 Q2	$735K	Buy	12,620 +263	+2%	+$13.9K	0.28%	101
2025 Q1	$650K	Sell	12,357 -1,248	-9%	-$61.2K	0.26%	114
2024 Q4	$602K	Buy	13,605 +58	+0.4%	+$2.66K	0.26%	110
2024 Q3	$664K	Buy	13,547 +492	+4%	+$22.5K	0.29%	106
2024 Q2	$548K	Buy	13,055 +1,029	+9%	+$42.3K	0.26%	124
2024 Q1	$511K	Buy	12,026 +2,424	+25%	+$106K	0.24%	131
2023 Q4	$465K	Buy	9,602 +3,266	+52%	+$146K	0.24%	142
2023 Q3	$263K	Buy	6,336 +655	+12%	+$28.8K	0.15%	191
2023 Q2	$266K	Buy	+5,681	New	+$240K	0.14%	203

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Samalin Investment Counsel's EPR Position: Q2 2026 in Review

Samalin Investment Counsel reduced its EPR Properties (EPR) stake by 24% in Q2 2026, selling an estimated $155K and leaving 8,681 shares worth $504K. The position accounts for 0.16% of the portfolio, ranked #158.

Samalin Investment Counsel first reported a position in EPR in Q2 2023 and has held it in 13 quarters since. The position peaked at $735K in Q2 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Samalin Investment Counsel held 8,681 shares of EPR Properties worth $504K as of Q2 2026.
Samalin Investment Counsel sold 2,732 EPR Properties shares in Q2 2026, an estimated $155K.
EPR Properties made up 0.16% of Samalin Investment Counsel's portfolio in Q2 2026, its #158 holding.
Samalin Investment Counsel first reported a position in EPR Properties in Q2 2023 and has held it in 13 quarters since.
Samalin Investment Counsel's EPR Properties position peaked at $735K in Q2 2025.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.