WPC
EPR icon

Wedmont Private Capital’s EPR Properties EPR Stock Holding History

Wedmont Private Capital’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 		$325K Buy
5,453
+1,594
+41% +$90.6K 0.01% 709
2026
Q1 		$205K Sell
3,859
-168
-4% -$9.24K 0.01% 806
2025
Q4 		$208K Sell
4,027
-60
-1% -$3.12K 0.01% 777
2025
Q3 		$225K Buy
+4,087
New +$230K 0.01% 711

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wedmont Private Capital's EPR Position: Q2 2026 in Review

Wedmont Private Capital increased its EPR Properties (EPR) stake by 41% in Q2 2026, buying an estimated $90.6K and bringing the position to 5,453 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #709.

Wedmont Private Capital first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Wedmont Private Capital held 5,453 shares of EPR Properties worth $325K as of Q2 2026.
  • Wedmont Private Capital bought 1,594 EPR Properties shares in Q2 2026, an estimated $90.6K.
  • EPR Properties made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #709 holding.
  • Wedmont Private Capital first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.