Aberdeen Group
EPR icon

Aberdeen Group’s EPR Properties EPR Stock Holding History

Aberdeen Group’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 		$26.6M Buy
458,021
+18,275
+4% +$1.04M 0.04% 364
2026
Q1 		$22M Sell
439,746
-24,036
-5% -$1.32M 0.04% 402
2025
Q4 		$23.1M Buy
463,782
+4,851
+1% +$253K 0.04% 383
2025
Q3 		$26.4M Buy
458,931
+44,810
+11% +$2.52M 0.04% 346
2025
Q2 		$23.7M Buy
414,121
+47,356
+13% +$2.49M 0.04% 363
2025
Q1 		$19.1M Buy
366,765
+341,668
+1,361% +$16.8M 0.04% 403
2024
Q4 		$1.11M Buy
25,097
+9,360
+59% +$429K ﹤0.01% 818
2024
Q3 		$772K Buy
15,737
+2,121
+16% +$96.8K ﹤0.01% 828
2024
Q2 		$572K Sell
13,616
-453
-3% -$18.6K ﹤0.01% 854
2024
Q1 		$597K Sell
14,069
-493
-3% -$21.5K ﹤0.01% 858
2023
Q4 		$706K Sell
14,562
-573
-4% -$25.5K ﹤0.01% 855
2023
Q3 		$629K Buy
15,135
+371
+3% +$16.3K ﹤0.01% 796
2023
Q2 		$691K Buy
14,764
+777
+6% +$32.8K ﹤0.01% 818
2023
Q1 		$533K Buy
13,987
+701
+5% +$27.9K ﹤0.01% 833
2022
Q4 		$501K Sell
13,286
-3,499
-21% -$136K ﹤0.01% 839
2022
Q3 		$602K Buy
16,785
+893
+6% +$42.1K ﹤0.01% 820
2022
Q2 		$751K Sell
15,892
-633
-4% -$32.1K ﹤0.01% 817
2022
Q1 		$906K Buy
16,525
+520
+3% +$25.2K ﹤0.01% 835
2021
Q4 		$760K Buy
16,005
+726
+5% +$36K ﹤0.01% 917
2021
Q3 		$765K Buy
15,279
+226
+2% +$11.5K ﹤0.01% 924
2021
Q2 		$793K Buy
15,053
+7,786
+107% +$387K ﹤0.01% 903
2021
Q1 		$339K Buy
+7,267
New +$306K ﹤0.01% 938

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

Aberdeen Group's EPR Position: Q2 2026 in Review

Aberdeen Group increased its EPR Properties (EPR) stake by 4.2% in Q2 2026, buying an estimated $1.04M and bringing the position to 458,021 shares worth $26.6M. The position accounts for 0.04% of the portfolio, ranked #364.

Aberdeen Group first reported a position in EPR in Q1 2021 and has held it in 22 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Aberdeen Group held 458,021 shares of EPR Properties worth $26.6M as of Q2 2026.
  • Aberdeen Group bought 18,275 EPR Properties shares in Q2 2026, an estimated $1.04M.
  • EPR Properties made up 0.04% of Aberdeen Group's portfolio in Q2 2026, its #364 holding.
  • Aberdeen Group first reported a position in EPR Properties in Q1 2021 and has held it in 22 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.