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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EPR holding history

Epr Properties in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPR overviewAll 13F holders of EPRFull Q2 2026 holdings

Shares (Q2 2026)
123,391
Value
$7.16M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EPR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026123,391$7.16M<0.1%+47,415+62.4%AddedHolders
Q1 202675,976$3.80M<0.1%+31,179+69.6%AddedHolders
Q4 202544,797$2.24M<0.1%+4,224+10.4%AddedHolders
Q3 202540,573$2.35M<0.1%+1,247+3.2%AddedHolders
Q2 202539,326$2.29M<0.1%−1,670−4.1%ReducedHolders
Q1 202540,996$2.16M<0.1%+11,601+39.5%AddedHolders
Q4 202429,395$1.30M<0.1%+6,843+30.3%AddedHolders
Q3 202422,552$1.11M<0.1%+6,199+37.9%AddedHolders
Q2 202416,353$686.5K<0.1%+2,733+20.1%AddedHolders
Q1 202413,620$578.2K<0.1%+1,383+11.3%AddedHolders
Q4 202312,237$592.9K<0.1%+996+8.9%AddedHolders
Q3 202311,241$467.0K<0.1%−1,356−10.8%ReducedHolders
Q2 202312,597$589.5K<0.1%+3,529+38.9%AddedHolders
Q1 20239,068$345.5K<0.1%+816+9.9%AddedHolders
Q4 20228,252$311.3K<0.1%+2,559+44.9%AddedHolders
Q3 20225,693$204.0K<0.1%+261+4.8%AddedHolders
Q2 20225,432$255.0K<0.1%−16,958−75.7%ReducedHolders
Q1 202222,390$1.23M<0.1%+3,966+21.5%AddedHolders
Q4 202118,424$875.0K<0.1%+129+0.7%AddedHolders
Q3 202118,295$903.0K<0.1%−7,029−27.8%ReducedHolders
Q2 202125,324$1.33M<0.1%−9,184−26.6%ReducedHolders
Q1 202134,508$1.61M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.