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Spire Wealth Management’s EPR Properties EPR Stock Holding History

Spire Wealth 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 		$34.7K Sell
598
-6
-1% -$341 ﹤0.01% 1275
2026
Q1 		$30.2K Buy
604
+58
+11% +$3.19K ﹤0.01% 1308
2025
Q4 		$27.2K Buy
546
+2
+0.4% +$104 ﹤0.01% 1367
2025
Q3 		$31.6K Hold
544
– – ﹤0.01% 1379
2025
Q2 		$31.7K Sell
544
-1,795
-77% -$94.6K ﹤0.01% 1364
2025
Q1 		$123K Buy
2,339
+242
+12% +$11.9K ﹤0.01% 964
2024
Q4 		$92.8K Buy
2,097
+138
+7% +$6.32K ﹤0.01% 1060
2024
Q3 		$96.1K Buy
1,959
+735
+60% +$33.6K ﹤0.01% 924
2024
Q2 		$51.4K Sell
1,224
-1,330
-52% -$54.7K ﹤0.01% 1111
2024
Q1 		$108K Buy
2,554
+1,156
+83% +$50.4K ﹤0.01% 974
2023
Q4 		$63K Buy
1,398
+2
+0.1% +$89 ﹤0.01% 1126
2023
Q3 		$58K Sell
1,396
-897
-39% -$39.5K ﹤0.01% 1120
2023
Q2 		$107K Buy
2,293
+900
+65% +$38K ﹤0.01% 949
2023
Q1 		$53.1K Hold
1,393
– – ﹤0.01% 1179
2022
Q4 		$53K Buy
1,393
+438
+46% +$17K ﹤0.01% 971
2022
Q3 		$34K Sell
955
-438
-31% -$20.7K ﹤0.01% 1094
2022
Q2 		$65K Hold
1,393
– – ﹤0.01% 1185
2022
Q1 		$76K Buy
1,393
+370
+36% +$17.9K ﹤0.01% 1278
2021
Q4 		$49K Hold
1,023
– – ﹤0.01% 1744
2021
Q3 		$51K Hold
1,023
– – ﹤0.01% 1466
2021
Q2 		$54K Hold
1,023
– – ﹤0.01% 1449
2021
Q1 		$27K Buy
+1,023
New +$43.1K ﹤0.01% 2021

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

Spire Wealth Management's EPR Position: Q2 2026 in Review

Spire Wealth Management reduced its EPR Properties (EPR) stake by 0.99% in Q2 2026, selling an estimated $341 and leaving 598 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Spire Wealth Management first reported a position in EPR in Q1 2021 and has held it in 22 quarters since. The position peaked at $123K in Q1 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Spire Wealth Management held 598 shares of EPR Properties worth $34.7K as of Q2 2026.
  • Spire Wealth Management sold 6 EPR Properties shares in Q2 2026, an estimated $341.
  • EPR Properties made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1275 holding.
  • Spire Wealth Management first reported a position in EPR Properties in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's EPR Properties position peaked at $123K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.