WIM
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Westside Investment Management’s EPR Properties EPR Stock Holding History

Westside Investment Management’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 		$16.6K Hold
286
– – ﹤0.01% 984
2026
Q1 		$14.6K Hold
286
– – ﹤0.01% 1002
2025
Q4 		$14.5K Hold
286
– – ﹤0.01% 983
2025
Q3 		$16.7K Buy
286
+143
+100% +$8.04K ﹤0.01% 949
2025
Q2 		$8.36K Buy
+143
New +$7.53K ﹤0.01% 1007

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

Westside Investment Management's EPR Position: Q2 2026 in Review

Westside Investment Management held its EPR Properties (EPR) position steady in Q2 2026 at 286 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Westside Investment Management first reported a position in EPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Westside Investment Management held 286 shares of EPR Properties worth $16.6K as of Q2 2026.
  • Westside Investment Management left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #984 holding.
  • Westside Investment Management first reported a position in EPR Properties in Q2 2025 and has held it in 5 quarters since.
  • Westside Investment Management's EPR Properties position peaked at $16.7K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.