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Waverly Advisors’s EPR Properties EPR Stock Holding History

Waverly 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 		$275K Buy
4,733
+227
+5% +$12.9K ﹤0.01% 1460
2026
Q1 		$225K Buy
4,506
+340
+8% +$18.7K ﹤0.01% 1440
2025
Q4 		$208K Sell
4,166
-314
-7% -$16.3K ﹤0.01% 1377
2025
Q3 		$260K Buy
4,480
+112
+3% +$6.29K ﹤0.01% 1101
2025
Q2 		$254K Buy
+4,368
New +$230K ﹤0.01% 1036
2014
Q1 		– Sell
-510
Closed -$25K – 731
2013
Q4 		$25K Hold
510
– – 0.01% 423
2013
Q3 		$25K Buy
+510
New +$25.7K 0.01% 333

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

Waverly Advisors's EPR Position: Q2 2026 in Review

Waverly Advisors increased its EPR Properties (EPR) stake by 5% in Q2 2026, buying an estimated $12.9K and bringing the position to 4,733 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Waverly Advisors first reported a position in EPR in Q3 2013 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Waverly Advisors held 4,733 shares of EPR Properties worth $275K as of Q2 2026.
  • Waverly Advisors bought 227 EPR Properties shares in Q2 2026, an estimated $12.9K.
  • EPR Properties made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1460 holding.
  • Waverly Advisors first reported a position in EPR Properties in Q3 2013 and has held it in 7 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.