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Vestmark Advisory Solutions’s EPR Properties EPR Stock Holding History

Vestmark Advisory Solutions’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 		$904K Sell
15,586
-1,797
-10% -$102K 0.01% 985
2026
Q1 		$868K Sell
17,383
-14,418
-45% -$793K 0.01% 915
2025
Q4 		$1.59M Buy
31,801
+3,892
+14% +$203K 0.02% 659
2025
Q3 		$1.62M Buy
+27,909
New +$1.57M 0.03% 446

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

Vestmark Advisory Solutions's EPR Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its EPR Properties (EPR) stake by 10% in Q2 2026, selling an estimated $102K and leaving 15,586 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #985.

Vestmark Advisory Solutions first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Vestmark Advisory Solutions held 15,586 shares of EPR Properties worth $904K as of Q2 2026.
  • Vestmark Advisory Solutions sold 1,797 EPR Properties shares in Q2 2026, an estimated $102K.
  • EPR Properties made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #985 holding.
  • Vestmark Advisory Solutions first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Vestmark Advisory Solutions's EPR Properties position peaked at $1.62M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.