Altar Rock LLC’s EPR Properties EPR Stock Holding History

Altar Rock LLC’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	-4,983	Closed	-$250K	–	103
2026 Q1	$250K	Buy	4,983 +550	+12%	+$30.2K	0.29%	81
2025 Q4	$223K	Buy	+4,433	New	+$231K	0.27%	105

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Altar Rock LLC's EPR Position: Q2 2026 in Review

Altar Rock LLC sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 4,983 shares — an estimated $250K sold.

Altar Rock LLC first reported a position in EPR in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2026. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Altar Rock LLC reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
Altar Rock LLC sold 4,983 EPR Properties shares in Q2 2026, an estimated $250K.
Altar Rock LLC first reported a position in EPR Properties in Q4 2025 and held it in 2 quarters.
Altar Rock LLC's EPR Properties position peaked at $250K in Q1 2026.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Altar Rock LLC's 13F filing for Q2 2026, filed 21 Sep 2026.