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Sterling Capital Management’s EPR Properties EPR Stock Holding History

Sterling Capital 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 		$2.36M Buy
40,748
+2,179
+6% +$124K 0.04% 330
2026
Q1 		$1.93M Sell
38,569
-1,851
-5% -$102K 0.04% 343
2025
Q4 		$2.02M Buy
40,420
+12,164
+43% +$633K 0.03% 393
2025
Q3 		$1.64M Sell
28,256
-329
-1% -$18.5K 0.02% 460
2025
Q2 		$1.67M Buy
28,585
+1,024
+4% +$53.9K 0.02% 444
2025
Q1 		$1.45M Buy
27,561
+4,180
+18% +$205K 0.02% 471
2024
Q4 		$1.04M Sell
23,381
-6,023
-20% -$276K 0.01% 623
2024
Q3 		$1.44M Buy
+29,404
New +$1.34M 0.02% 472
2019
Q3 		$1.77M Sell
23,100
-37,350
-62% -$2.84M 0.02% 435
2019
Q2 		$4.51M Sell
60,450
-6,750
-10% -$527K 0.04% 264
2019
Q1 		$5.17M Sell
67,200
-2,150
-3% -$156K 0.05% 240
2018
Q4 		$4.44M Buy
69,350
+198
+0.3% +$13.6K 0.05% 241
2018
Q3 		$4.73M Buy
69,152
+300
+0.4% +$20.4K 0.04% 249
2018
Q2 		$4.46M Buy
68,852
+22,900
+50% +$1.36M 0.04% 255
2018
Q1 		$2.55M Buy
45,952
+19,952
+77% +$1.16M 0.02% 354
2017
Q4 		$1.7M Hold
26,000
– – 0.02% 448
2017
Q3 		$1.81M Hold
26,000
– – 0.02% 435
2017
Q2 		$1.87M Hold
26,000
– – 0.02% 402
2017
Q1 		$1.91M Hold
26,000
– – 0.02% 406
2016
Q4 		$1.87M Sell
26,000
-6,000
-19% -$429K 0.02% 395
2016
Q3 		$2.52M Hold
32,000
– – 0.02% 336
2016
Q2 		$2.58M Hold
32,000
– – 0.02% 339
2016
Q1 		$2.13M Buy
32,000
+14,000
+78% +$854K 0.02% 370
2015
Q4 		$1.05M Buy
+18,000
New +$1.01M 0.01% 529

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

Sterling Capital Management's EPR Position: Q2 2026 in Review

Sterling Capital Management increased its EPR Properties (EPR) stake by 5.6% in Q2 2026, buying an estimated $124K and bringing the position to 40,748 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #330.

Sterling Capital Management first reported a position in EPR in Q4 2015 and has held it in 24 quarters since. The position peaked at $5.17M in Q1 2019. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Sterling Capital Management held 40,748 shares of EPR Properties worth $2.36M as of Q2 2026.
  • Sterling Capital Management bought 2,179 EPR Properties shares in Q2 2026, an estimated $124K.
  • EPR Properties made up 0.04% of Sterling Capital Management's portfolio in Q2 2026, its #330 holding.
  • Sterling Capital Management first reported a position in EPR Properties in Q4 2015 and has held it in 24 quarters since.
  • Sterling Capital Management's EPR Properties position peaked at $5.17M in Q1 2019.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.