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Synergy Financial Group’s EPR Properties EPR Stock Holding History

Synergy Financial Group’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
Q1 		$223K Sell
4,460
-1,546
-26% -$85K 0.17% 115
2025
Q4 		$300K Sell
6,006
-461
-7% -$24K 0.21% 83
2025
Q3 		$375K Buy
6,467
+81
+1% +$4.55K 0.25% 67
2025
Q2 		$372K Buy
6,386
+88
+1% +$4.64K 0.27% 68
2025
Q1 		$331K Buy
+6,298
New +$309K 0.3% 69

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Financial Group's EPR Position: Q1 2026 in Review

Synergy Financial Group reduced its EPR Properties (EPR) stake by 26% in Q1 2026, selling an estimated $85K and leaving 4,460 shares worth $223K. The position accounts for 0.17% of the portfolio, ranked #115.

Synergy Financial Group first reported a position in EPR in Q1 2025 and has held it in 5 quarters since. The position peaked at $375K in Q3 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Synergy Financial Group held 4,460 shares of EPR Properties worth $223K as of Q1 2026.
  • Synergy Financial Group sold 1,546 EPR Properties shares in Q1 2026, an estimated $85K.
  • EPR Properties made up 0.17% of Synergy Financial Group's portfolio in Q1 2026, its #115 holding.
  • Synergy Financial Group first reported a position in EPR Properties in Q1 2025 and has held it in 5 quarters since.
  • Synergy Financial Group's EPR Properties position peaked at $375K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.