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Transamerica Financial Advisors’s EPR Properties EPR Stock Holding History

Transamerica Financial Advisors’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 		$2.7K Sell
46
-37
-45% -$2.1K ﹤0.01% 1249
2026
Q1 		$4.21K Sell
83
-497
-86% -$27.3K ﹤0.01% 1072
2025
Q4 		$29.1K Buy
580
+453
+357% +$23.6K ﹤0.01% 633
2025
Q3 		$7.36K Buy
+127
New +$7.14K ﹤0.01% 790

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

Transamerica Financial Advisors's EPR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its EPR Properties (EPR) stake by 45% in Q2 2026, selling an estimated $2.1K and leaving 46 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Transamerica Financial Advisors first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.1K in Q4 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Transamerica Financial Advisors held 46 shares of EPR Properties worth $2.7K as of Q2 2026.
  • Transamerica Financial Advisors sold 37 EPR Properties shares in Q2 2026, an estimated $2.1K.
  • EPR Properties made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1249 holding.
  • Transamerica Financial Advisors first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's EPR Properties position peaked at $29.1K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.