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Sanctuary Advisors’s EPR Properties EPR Stock Holding History

Sanctuary Advisors’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 		$601K Buy
10,354
+134
+1% +$7.62K ﹤0.01% 1843
2026
Q1 		$511K Buy
10,220
+880
+9% +$48.4K ﹤0.01% 1767
2025
Q4 		$466K Sell
9,340
-1,624
-15% -$84.5K ﹤0.01% 1772
2025
Q3 		$636K Buy
10,964
+6,323
+136% +$355K ﹤0.01% 1556
2025
Q2 		$270K Sell
4,641
-738
-14% -$38.9K ﹤0.01% 1982
2025
Q1 		$283K Sell
5,379
-18,554
-78% -$910K ﹤0.01% 1828
2024
Q4 		$1.12M Buy
23,933
+8,962
+60% +$411K 0.01% 1193
2024
Q3 		$674K Buy
14,971
+4,050
+37% +$185K ﹤0.01% 1512
2024
Q2 		$448K Buy
+10,921
New +$449K ﹤0.01% 1722

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

Sanctuary Advisors's EPR Position: Q2 2026 in Review

Sanctuary Advisors increased its EPR Properties (EPR) stake by 1.3% in Q2 2026, buying an estimated $7.62K and bringing the position to 10,354 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Sanctuary Advisors first reported a position in EPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Sanctuary Advisors held 10,354 shares of EPR Properties worth $601K as of Q2 2026.
  • Sanctuary Advisors bought 134 EPR Properties shares in Q2 2026, an estimated $7.62K.
  • EPR Properties made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1843 holding.
  • Sanctuary Advisors first reported a position in EPR Properties in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's EPR Properties position peaked at $1.12M in Q4 2024.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.