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Smartleaf Asset Management’s EPR Properties EPR Stock Holding History

Smartleaf Asset Management’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 		$53.8K Hold
911
– – ﹤0.01% 1473
2026
Q1 		$44.9K Buy
911
+641
+237% +$35.2K ﹤0.01% 1511
2025
Q4 		$13.6K Hold
270
– – ﹤0.01% 2238
2025
Q3 		$15.5K Buy
270
+158
+141% +$8.88K ﹤0.01% 1922
2025
Q2 		$6.45K Sell
112
-158
-59% -$8.32K ﹤0.01% 1969
2025
Q1 		$14K Hold
270
– – ﹤0.01% 1786
2024
Q4 		$11.9K Sell
270
-196
-42% -$8.98K ﹤0.01% 1924
2024
Q3 		$22.6K Buy
466
+375
+412% +$17.1K ﹤0.01% 1275
2024
Q2 		$3.8K Buy
91
+76
+507% +$3.13K ﹤0.01% 1936
2024
Q1 		$632 Buy
+15
New +$654 ﹤0.01% 1704

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

Smartleaf Asset Management's EPR Position: Q2 2026 in Review

Smartleaf Asset Management held its EPR Properties (EPR) position steady in Q2 2026 at 911 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Smartleaf Asset Management first reported a position in EPR in Q1 2024 and has held it in 10 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Smartleaf Asset Management held 911 shares of EPR Properties worth $53.8K as of Q2 2026.
  • Smartleaf Asset Management left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1473 holding.
  • Smartleaf Asset Management first reported a position in EPR Properties in Q1 2024 and has held it in 10 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.