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United Capital Financial Advisors’s EPR Properties EPR Stock Holding History

United Capital 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 		$415K Buy
7,159
+430
+6% +$24.4K ﹤0.01% 1213
2026
Q1 		$336K Buy
+6,729
New +$370K ﹤0.01% 1281
2019
Q3 		– Sell
-10,776
Closed -$804K – 1366
2019
Q2 		$804K Sell
10,776
-773
-7% -$60.3K 0.01% 883
2019
Q1 		$888K Sell
11,549
-3,316
-22% -$241K 0.01% 806
2018
Q4 		$953K Sell
14,865
-2,932
-16% -$202K 0.01% 729
2018
Q3 		$1.2M Sell
17,797
-924
-5% -$62.8K 0.01% 729
2018
Q2 		$1.21M Sell
18,721
-1,056
-5% -$62.5K 0.01% 716
2018
Q1 		$1.1M Buy
19,777
+3,412
+21% +$198K 0.01% 758
2017
Q4 		$1.07M Buy
+16,365
New +$1.12M 0.01% 764
2016
Q4 		– Sell
-14,836
Closed -$1.17M – 1269
2016
Q3 		$1.17M Sell
14,836
-450
-3% -$36K 0.01% 732
2016
Q2 		$1.24M Buy
15,286
+2,509
+20% +$176K 0.01% 672
2016
Q1 		$851K Buy
12,777
+2,659
+26% +$162K 0.01% 739
2015
Q4 		$591K Buy
10,118
+3,762
+59% +$210K 0.01% 847
2015
Q3 		$328K Buy
6,356
+2,660
+72% +$144K ﹤0.01% 1037
2015
Q2 		$202K Buy
+3,696
New +$215K ﹤0.01% 1187

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

United Capital Financial Advisors's EPR Position: Q2 2026 in Review

United Capital Financial Advisors increased its EPR Properties (EPR) stake by 6.4% in Q2 2026, buying an estimated $24.4K and bringing the position to 7,159 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

United Capital Financial Advisors first reported a position in EPR in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.24M in Q2 2016. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • United Capital Financial Advisors held 7,159 shares of EPR Properties worth $415K as of Q2 2026.
  • United Capital Financial Advisors bought 430 EPR Properties shares in Q2 2026, an estimated $24.4K.
  • EPR Properties made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1213 holding.
  • United Capital Financial Advisors first reported a position in EPR Properties in Q2 2015 and has held it in 15 quarters since.
  • United Capital Financial Advisors's EPR Properties position peaked at $1.24M in Q2 2016.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

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