ZIM
EPR icon

Zacks Investment Management’s EPR Properties EPR Stock Holding History

Zacks 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 		$8.05M Buy
138,772
+7,386
+6% +$420K 0.06% 194
2026
Q1 		$6.56M Buy
131,386
+16,960
+15% +$932K 0.05% 191
2025
Q4 		$5.71M Sell
114,426
-9,703
-8% -$505K 0.04% 216
2025
Q3 		$7.2M Buy
124,129
+4,902
+4% +$275K 0.06% 193
2025
Q2 		$6.95M Buy
119,227
+53,492
+81% +$2.82M 0.06% 194
2025
Q1 		$3.46M Buy
+65,735
New +$3.22M 0.03% 259
2024
Q3 		– Sell
-11,120
Closed -$467K – 708
2024
Q2 		$467K Sell
11,120
-104,241
-90% -$4.29M 0.01% 453
2024
Q1 		$4.9M Buy
115,361
+10,432
+10% +$455K 0.05% 207
2023
Q4 		$5.08M Sell
104,929
-10,138
-9% -$452K 0.06% 187
2023
Q3 		$4.78M Sell
115,067
-5,141
-4% -$226K 0.06% 188
2023
Q2 		$5.63M Sell
120,208
-4,173
-3% -$176K 0.07% 174
2023
Q1 		$4.74M Buy
124,381
+9,997
+9% +$398K 0.06% 191
2022
Q4 		$4.31M Sell
114,384
-8,090
-7% -$315K 0.06% 202
2022
Q3 		$4.39M Sell
122,474
-16,202
-12% -$765K 0.07% 185
2022
Q2 		$6.51M Buy
138,676
+36,118
+35% +$1.83M 0.1% 144
2022
Q1 		$5.61M Buy
102,558
+15,850
+18% +$768K 0.08% 177
2021
Q4 		$4.12M Sell
86,708
-13,313
-13% -$661K 0.06% 208
2021
Q3 		$4.94M Buy
100,021
+7,916
+9% +$402K 0.08% 185
2021
Q2 		$4.85M Buy
+92,105
New +$4.58M 0.08% 185
2020
Q1 		– Sell
-20,574
Closed -$1.45M – 526
2019
Q4 		$1.45M Sell
20,574
-367
-2% -$27.1K 0.03% 327
2019
Q3 		$1.61M Buy
20,941
+309
+1% +$23.5K 0.03% 302
2019
Q2 		$1.54M Sell
20,632
-239
-1% -$18.6K 0.03% 322
2019
Q1 		$1.6M Buy
+20,871
New +$1.52M 0.03% 300

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

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

Zacks Investment Management increased its EPR Properties (EPR) stake by 5.6% in Q2 2026, buying an estimated $420K and bringing the position to 138,772 shares worth $8.05M. The position accounts for 0.06% of the portfolio, ranked #194.

Zacks Investment Management first reported a position in EPR in Q1 2019 and has held it in 23 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Zacks Investment Management held 138,772 shares of EPR Properties worth $8.05M as of Q2 2026.
  • Zacks Investment Management bought 7,386 EPR Properties shares in Q2 2026, an estimated $420K.
  • EPR Properties made up 0.06% of Zacks Investment Management's portfolio in Q2 2026, its #194 holding.
  • Zacks Investment Management first reported a position in EPR Properties in Q1 2019 and has held it in 23 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.