AlphaQuest’s EPR Properties EPR Stock Holding History

AlphaQuest’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 Q1	–	Sell	-6,561	Closed	-$327K	–	661
2025 Q4	$327K	Sell	6,561 -32,986	-83%	-$1.72M	0.02%	1144
2025 Q3	$2.29M	Buy	39,547 +32,445	+457%	+$1.82M	0.15%	161
2025 Q2	$414K	Buy	7,102 +2,152	+43%	+$113K	0.04%	701
2025 Q1	$260K	Sell	4,950 -30,255	-86%	-$1.48M	0.03%	853
2024 Q4	$1.56M	Buy	+35,205	New	+$1.61M	0.21%	112
2024 Q3	–	Sell	-43,160	Closed	-$1.81M	–	1916
2024 Q2	$1.81M	Buy	43,160 +21,164	+96%	+$871K	0.25%	110
2024 Q1	$934K	Sell	21,996 -846	-4%	-$36.9K	0.16%	209
2023 Q4	$1.11M	Buy	+22,842	New	+$1.02M	0.24%	115

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaQuest's EPR Position: Q1 2026 in Review

AlphaQuest sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 6,561 shares — an estimated $327K sold.

AlphaQuest first reported a position in EPR in Q4 2023 and held it in 8 quarters. The position peaked at $2.29M in Q3 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

AlphaQuest reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 6,561 EPR Properties shares in Q1 2026, an estimated $327K.
AlphaQuest first reported a position in EPR Properties in Q4 2023 and held it in 8 quarters.
AlphaQuest's EPR Properties position peaked at $2.29M in Q3 2025.
463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.