William Blair & Company
EPR icon

William Blair & Company’s EPR Properties EPR Stock Holding History

William Blair & Company’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 		$293K Buy
5,049
+250
+5% +$14.2K ﹤0.01% 1431
2026
Q1 		$240K Buy
4,799
+75
+2% +$4.12K ﹤0.01% 1412
2025
Q4 		$236K Buy
+4,724
New +$246K ﹤0.01% 1403
2024
Q1 		– Sell
-4,765
Closed -$231K – 1808
2023
Q4 		$231K Buy
+4,765
New +$212K ﹤0.01% 1347
2023
Q3 		– Sell
-4,965
Closed -$232K – 1800
2023
Q2 		$232K Buy
+4,965
New +$210K ﹤0.01% 1357
2022
Q3 		– Sell
-8,265
Closed -$388K – 1841
2022
Q2 		$388K Buy
8,265
+911
+12% +$46.2K ﹤0.01% 1155
2022
Q1 		$402K Buy
7,354
+2,596
+55% +$126K ﹤0.01% 1244
2021
Q4 		$226K Buy
+4,758
New +$236K ﹤0.01% 1521
2015
Q3 		– Sell
-315,862
Closed -$17.3M – 1448
2015
Q2 		$17.3M Buy
315,862
+18,165
+6% +$1.06M 0.03% 702
2015
Q1 		$17.9M Buy
297,697
+29,119
+11% +$1.79M 0.03% 645
2014
Q4 		$15.5M Buy
268,578
+72,365
+37% +$4.02M 0.03% 685
2014
Q3 		$9.94M Buy
196,213
+1,329
+0.7% +$73.5K 0.02% 842
2014
Q2 		$10.9M Sell
194,884
-15,414
-7% -$835K 0.02% 819
2014
Q1 		$11.2M Buy
210,298
+205,139
+3,976% +$10.6M 0.02% 787
2013
Q4 		$254K Sell
5,159
-215
-4% -$10.8K ﹤0.01% 1795
2013
Q3 		$262K Hold
5,374
– – ﹤0.01% 1785
2013
Q2 		$270K Buy
+5,374
New +$292K ﹤0.01% 1713

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

William Blair & Company's EPR Position: Q2 2026 in Review

William Blair & Company increased its EPR Properties (EPR) stake by 5.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 5,049 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

William Blair & Company first reported a position in EPR in Q2 2013 and has held it in 17 quarters since. The position peaked at $17.9M in Q1 2015. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • William Blair & Company held 5,049 shares of EPR Properties worth $293K as of Q2 2026.
  • William Blair & Company bought 250 EPR Properties shares in Q2 2026, an estimated $14.2K.
  • EPR Properties made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1431 holding.
  • William Blair & Company first reported a position in EPR Properties in Q2 2013 and has held it in 17 quarters since.
  • William Blair & Company's EPR Properties position peaked at $17.9M in Q1 2015.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.