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Wedbush Securities’s EPR Properties EPR Stock Holding History

Wedbush Securities’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 		$629K Sell
10,850
-856
-7% -$48.7K 0.02% 644
2026
Q1 		$585K Buy
11,706
+850
+8% +$46.7K 0.02% 629
2025
Q4 		$542K Buy
10,856
+14
+0.1% +$729 0.02% 645
2025
Q3 		$629K Sell
10,842
-445
-4% -$25K 0.02% 575
2025
Q2 		$658K Sell
11,287
-5
-0% -$263 0.02% 538
2025
Q1 		$594K Sell
11,292
-243
-2% -$11.9K 0.02% 550
2024
Q4 		$511K Buy
+11,535
New +$528K 0.02% 603
2020
Q1 		– Sell
-3,163
Closed -$223K – 921
2019
Q4 		$223K Buy
3,163
+558
+21% +$41.2K 0.02% 818
2019
Q3 		$200K Buy
+2,605
New +$198K 0.02% 829
2017
Q3 		– Sell
-2,890
Closed -$208K – 850
2017
Q2 		$208K Buy
+2,890
New +$211K 0.03% 692

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

Wedbush Securities's EPR Position: Q2 2026 in Review

Wedbush Securities reduced its EPR Properties (EPR) stake by 7.3% in Q2 2026, selling an estimated $48.7K and leaving 10,850 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #644.

Wedbush Securities first reported a position in EPR in Q2 2017 and has held it in 10 quarters since. The position peaked at $658K in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Wedbush Securities held 10,850 shares of EPR Properties worth $629K as of Q2 2026.
  • Wedbush Securities sold 856 EPR Properties shares in Q2 2026, an estimated $48.7K.
  • EPR Properties made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #644 holding.
  • Wedbush Securities first reported a position in EPR Properties in Q2 2017 and has held it in 10 quarters since.
  • Wedbush Securities's EPR Properties position peaked at $658K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.