Sound Stewardship’s EPR Properties EPR Stock Holding History

Sound Stewardship’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	$783K	Sell	13,500 -1,639	-11%	-$93.2K	0.32%	38
2026 Q1	$756K	Buy	15,139 +4,217	+39%	+$232K	0.35%	36
2025 Q4	$545K	Hold	10,922	–	–	0.26%	39
2025 Q3	$634K	Hold	10,922	–	–	0.3%	38
2025 Q2	$636K	Buy	10,922 +5,296	+94%	+$279K	0.33%	38
2025 Q1	$296K	Buy	5,626 +757	+16%	+$37.1K	0.17%	50
2024 Q4	$216K	Buy	+4,869	New	+$223K	0.13%	59
2024 Q3	–	Sell	-9,189	Closed	-$386K	–	61
2024 Q2	$386K	Hold	9,189	–	–	0.23%	43
2024 Q1	$390K	Buy	9,189 +1,580	+21%	+$68.9K	0.24%	44
2023 Q4	$369K	Hold	7,609	–	–	0.24%	49
2023 Q3	$316K	Hold	7,609	–	–	0.21%	51
2023 Q2	$356K	Hold	7,609	–	–	0.23%	48
2023 Q1	$290K	Buy	7,609 +1,325	+21%	+$52.8K	0.2%	55
2022 Q4	$237K	Buy	+6,284	New	+$245K	0.18%	55

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

Sound Stewardship's EPR Position: Q2 2026 in Review

Sound Stewardship reduced its EPR Properties (EPR) stake by 11% in Q2 2026, selling an estimated $93.2K and leaving 13,500 shares worth $783K. The position accounts for 0.32% of the portfolio, ranked #38.

Sound Stewardship first reported a position in EPR in Q4 2022 and has held it in 14 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Sound Stewardship held 13,500 shares of EPR Properties worth $783K as of Q2 2026.
Sound Stewardship sold 1,639 EPR Properties shares in Q2 2026, an estimated $93.2K.
EPR Properties made up 0.32% of Sound Stewardship's portfolio in Q2 2026, its #38 holding.
Sound Stewardship first reported a position in EPR Properties in Q4 2022 and has held it in 14 quarters since.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.