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Activest Wealth Management’s EPR Properties EPR Stock Holding History

Activest Wealth 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
2025
Q2 		– Sell
-1
Closed -$53 – 1093
2025
Q1 		$53 Hold
1
– – ﹤0.01% 991
2024
Q4 		$44 Buy
+1
New +$46 ﹤0.01% 758
2023
Q1 		– Sell
-1,300
Closed -$49K – 387
2022
Q4 		$49K Hold
1,300
– – 0.01% 182
2022
Q3 		$47K Buy
+1,300
New +$61.3K 0.02% 184

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Activest Wealth Management's EPR Position: Q2 2025 in Review

Activest Wealth Management sold out of EPR Properties (EPR) in Q2 2025, closing a stake of 1 share — an estimated $53 sold.

Activest Wealth Management first reported a position in EPR in Q3 2022 and held it in 4 quarters. The position peaked at $49K in Q4 2022. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

  • Activest Wealth Management reported no remaining EPR Properties position as of Q2 2025 after selling out during the quarter.
  • Activest Wealth Management sold 1 EPR Properties share in Q2 2025, an estimated $53.
  • Activest Wealth Management first reported a position in EPR Properties in Q3 2022 and held it in 4 quarters.
  • Activest Wealth Management's EPR Properties position peaked at $49K in Q4 2022.
  • 418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on Activest Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.