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Syon Capital’s EPR Properties EPR Stock Holding History

Syon Capital’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 		$1.22M Buy
21,117
+2,431
+13% +$138K 0.05% 278
2026
Q1 		$934K Sell
18,686
-4,250
-19% -$234K 0.05% 330
2025
Q4 		$1.14M Buy
22,936
+6,548
+40% +$341K 0.06% 259
2025
Q3 		$951K Buy
16,388
+7,170
+78% +$403K 0.05% 272
2025
Q2 		$537K Buy
+9,218
New +$486K 0.04% 357

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

Syon Capital's EPR Position: Q2 2026 in Review

Syon Capital increased its EPR Properties (EPR) stake by 13% in Q2 2026, buying an estimated $138K and bringing the position to 21,117 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #278.

Syon Capital first reported a position in EPR in Q2 2025 and has held it in 5 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Syon Capital held 21,117 shares of EPR Properties worth $1.22M as of Q2 2026.
  • Syon Capital bought 2,431 EPR Properties shares in Q2 2026, an estimated $138K.
  • EPR Properties made up 0.05% of Syon Capital's portfolio in Q2 2026, its #278 holding.
  • Syon Capital first reported a position in EPR Properties in Q2 2025 and has held it in 5 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.