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Sequoia Financial Advisors’s EPR Properties EPR Stock Holding History

Sequoia Financial 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 		$667K Sell
11,499
-6,631
-37% -$377K ﹤0.01% 1147
2026
Q1 		$906K Buy
18,130
+8,750
+93% +$481K 0.01% 938
2025
Q4 		$468K Buy
9,380
+5,644
+151% +$294K ﹤0.01% 1315
2025
Q3 		$217K Buy
+3,736
New +$210K ﹤0.01% 1591

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's EPR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its EPR Properties (EPR) stake by 37% in Q2 2026, selling an estimated $377K and leaving 11,499 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Sequoia Financial Advisors first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $906K in Q1 2026. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Sequoia Financial Advisors held 11,499 shares of EPR Properties worth $667K as of Q2 2026.
  • Sequoia Financial Advisors sold 6,631 EPR Properties shares in Q2 2026, an estimated $377K.
  • EPR Properties made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1147 holding.
  • Sequoia Financial Advisors first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's EPR Properties position peaked at $906K in Q1 2026.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.