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Sarver Vrooman Wealth Advisors’s EPR Properties EPR Stock Holding History

Sarver Vrooman Wealth 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 		$14.9K Buy
258
+4
+2% +$227 0.01% 111
2026
Q1 		$12.7K Buy
254
+4
+2% +$220 0.01% 112
2025
Q4 		$12.5K Buy
+250
New +$13K 0.01% 110

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

Sarver Vrooman Wealth Advisors's EPR Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its EPR Properties (EPR) stake by 1.6% in Q2 2026, buying an estimated $227 and bringing the position to 258 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #111.

Sarver Vrooman Wealth Advisors first reported a position in EPR in Q4 2025 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 258 shares of EPR Properties worth $14.9K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors bought 4 EPR Properties shares in Q2 2026, an estimated $227.
  • EPR Properties made up 0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in EPR Properties in Q4 2025 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.