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Synergy Investment Management’s EPR Properties EPR Stock Holding History

Synergy Investment 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 		$31.9K Buy
550
+6
+1% +$341 0.01% 447
2026
Q1 		$27.2K Buy
+544
New +$29.9K 0.01% 360
2025
Q2 		– Sell
-544
Closed -$28.6K – 225
2025
Q1 		$28.6K Sell
544
-68
-11% -$3.34K 0.01% 276
2024
Q4 		$27.1K Buy
+612
New +$28K 0.01% 292

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 $3.38T AUM 44.17% 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

Synergy Investment Management's EPR Position: Q2 2026 in Review

Synergy Investment Management increased its EPR Properties (EPR) stake by 1.1% in Q2 2026, buying an estimated $341 and bringing the position to 550 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #447.

Synergy Investment Management first reported a position in EPR in Q4 2024 and has held it in 4 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Synergy Investment Management held 550 shares of EPR Properties worth $31.9K as of Q2 2026.
  • Synergy Investment Management bought 6 EPR Properties shares in Q2 2026, an estimated $341.
  • EPR Properties made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #447 holding.
  • Synergy Investment Management first reported a position in EPR Properties in Q4 2024 and has held it in 4 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.