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Strategic Wealth Partners’s EPR Properties EPR Stock Holding History

Strategic Wealth Partners’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 		$4.35K Hold
75
– – ﹤0.01% 1079
2026
Q1 		$3.75K Hold
75
– – ﹤0.01% 1086
2025
Q4 		$3.74K Buy
+75
New +$3.9K ﹤0.01% 1111
2018
Q2 		– Sell
-24
Closed -$1K – 776
2018
Q1 		$1K Hold
24
– – ﹤0.01% 769
2017
Q4 		$2K Buy
+24
New +$1.64K ﹤0.01% 691

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

Strategic Wealth Partners's EPR Position: Q2 2026 in Review

Strategic Wealth Partners held its EPR Properties (EPR) position steady in Q2 2026 at 75 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Strategic Wealth Partners first reported a position in EPR in Q4 2017 and has held it in 5 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Strategic Wealth Partners held 75 shares of EPR Properties worth $4.35K as of Q2 2026.
  • Strategic Wealth Partners left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1079 holding.
  • Strategic Wealth Partners first reported a position in EPR Properties in Q4 2017 and has held it in 5 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.