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Twin Peaks Wealth Advisors’s EPR Properties EPR Stock Holding History

Twin Peaks Wealth 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 		– Sell
-258
Closed -$12.9K – 829
2026
Q1 		$12.9K Buy
+258
New +$14.2K ﹤0.01% 927
2025
Q3 		– Sell
-257
Closed -$13.7K – 748
2025
Q2 		$13.7K Buy
+257
New +$13.5K ﹤0.01% 774

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

Twin Peaks Wealth Advisors's EPR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 258 shares — an estimated $12.9K sold.

Twin Peaks Wealth Advisors first reported a position in EPR in Q2 2025 and held it in 2 quarters. The position peaked at $13.7K in Q2 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 258 EPR Properties shares in Q2 2026, an estimated $12.9K.
  • Twin Peaks Wealth Advisors first reported a position in EPR Properties in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's EPR Properties position peaked at $13.7K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.