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True Wealth Design’s EPR Properties EPR Stock Holding History

True Wealth Design’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 		$47.2K Buy
813
+118
+17% +$6.71K 0.01% 506
2026
Q1 		$34.7K Buy
695
+12
+2% +$660 0.01% 516
2025
Q4 		$34.1K Buy
683
+222
+48% +$11.6K 0.01% 446
2025
Q3 		$26.7K Buy
461
+230
+100% +$12.9K 0.01% 500
2025
Q2 		$13.5K Buy
231
+97
+72% +$5.11K ﹤0.01% 480
2025
Q1 		$7.05K Buy
+134
New +$6.57K ﹤0.01% 574
2024
Q4 		– Sell
-324
Closed -$15.9K – 1412
2024
Q3 		$15.9K Buy
+324
New +$14.8K 0.01% 354

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

True Wealth Design's EPR Position: Q2 2026 in Review

True Wealth Design increased its EPR Properties (EPR) stake by 17% in Q2 2026, buying an estimated $6.71K and bringing the position to 813 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #506.

True Wealth Design first reported a position in EPR in Q3 2024 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • True Wealth Design held 813 shares of EPR Properties worth $47.2K as of Q2 2026.
  • True Wealth Design bought 118 EPR Properties shares in Q2 2026, an estimated $6.71K.
  • EPR Properties made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #506 holding.
  • True Wealth Design first reported a position in EPR Properties in Q3 2024 and has held it in 7 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.