Ameritas Investment Partners’s EPR Properties EPR Stock Holding History

Ameritas Investment Partners’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	$697K	Hold	13,954	–	–	0.02%	732
2025 Q4	$696K	Sell	13,954 -314	-2%	-$16.3K	0.02%	721
2025 Q3	$828K	Sell	14,268 -632	-4%	-$35.5K	0.03%	675
2025 Q2	$868K	Hold	14,900	–	–	0.03%	656
2025 Q1	$784K	Sell	14,900 -269	-2%	-$13.2K	0.03%	678
2024 Q4	$672K	Sell	15,169 -366	-2%	-$16.8K	0.02%	724
2024 Q3	$762K	Sell	15,535 -561	-3%	-$25.6K	0.02%	703
2024 Q2	$676K	Sell	16,096 -797	-5%	-$32.8K	0.02%	718
2024 Q1	$717K	Hold	16,893	–	–	0.02%	715
2023 Q4	$818K	Hold	16,893	–	–	0.03%	671
2023 Q3	$702K	Sell	16,893 -1,906	-10%	-$83.9K	0.03%	674
2023 Q2	$880K	Sell	18,799 -493	-3%	-$20.8K	0.03%	627
2023 Q1	$735K	Hold	19,292	–	–	0.03%	678
2022 Q4	$799K	Hold	19,292	–	–	0.03%	657
2022 Q3	$691K	Sell	19,292 -523	-3%	-$24.7K	0.03%	651
2022 Q2	$929K	Hold	19,815	–	–	0.04%	570
2022 Q1	$1.08M	Hold	19,815	–	–	0.04%	593
2021 Q4	$941K	Hold	19,815	–	–	0.03%	655
2021 Q3	$978K	Sell	19,815 -394	-2%	-$20K	0.04%	618
2021 Q2	$1.06M	Sell	20,209 -434	-2%	-$21.6K	0.04%	598
2021 Q1	$962K	Sell	20,643 -480	-2%	-$20.2K	0.04%	612
2020 Q4	$686K	Hold	21,123	–	–	0.03%	681
2020 Q3	$581K	Sell	21,123 -1,291	-6%	-$40.4K	0.03%	671
2020 Q2	$743K	Sell	22,414 -10,755	-32%	-$319K	0.04%	571
2020 Q1	$803K	Buy	33,169 +11,200	+51%	+$642K	0.05%	453
2019 Q4	$1.55M	Hold	21,969	–	–	0.07%	330
2019 Q3	$1.69M	Hold	21,969	–	–	0.08%	291
2019 Q2	$1.64M	Hold	21,969	–	–	0.07%	299
2019 Q1	$1.69M	Hold	21,969	–	–	0.08%	286
2018 Q4	$1.41M	Hold	21,969	–	–	0.08%	305
2018 Q3	$1.5M	Buy	21,969 +2,797	+15%	+$190K	0.07%	349
2018 Q2	$1.24M	Hold	19,172	–	–	0.06%	436
2018 Q1	$1.06M	Hold	19,172	–	–	0.05%	495
2017 Q4	$1.25M	Hold	19,172	–	–	0.06%	449
2017 Q3	$1.33M	Hold	19,172	–	–	0.06%	397
2017 Q2	$1.38M	Buy	19,172 +274	+1%	+$20K	0.07%	380
2017 Q1	$1.39M	Sell	18,898 -276	-1%	-$20.4K	0.07%	374
2016 Q4	$1.38M	Hold	19,174	–	–	0.07%	369
2016 Q3	$1.51M	Buy	19,174 +9,118	+91%	+$729K	0.08%	306
2016 Q2	$811K	Sell	10,056 -3,857	-28%	-$271K	0.05%	378
2016 Q1	$927K	Buy	13,913 +9,500	+215%	+$579K	0.06%	336
2015 Q4	$258K	Hold	4,413	–	–	0.02%	840
2015 Q3	$228K	Hold	4,413	–	–	0.02%	877
2015 Q2	$242K	Sell	4,413 -602	-12%	-$35K	0.02%	898
2015 Q1	$301K	Hold	5,015	–	–	0.02%	824
2014 Q4	$289K	Buy	5,015 +226	+5%	+$12.6K	0.02%	832
2014 Q3	$243K	Hold	4,789	–	–	0.02%	886
2014 Q2	$268K	Buy	4,789 +333	+7%	+$18K	0.02%	879
2014 Q1	$238K	Hold	4,456	–	–	0.02%	901
2013 Q4	$219K	Buy	+4,456	New	+$223K	0.02%	937

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

Ameritas Investment Partners's EPR Position: Q1 2026 in Review

Ameritas Investment Partners held its EPR Properties (EPR) position steady in Q1 2026 at 13,954 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #732.

Ameritas Investment Partners first reported a position in EPR in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.69M in Q3 2019. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Ameritas Investment Partners held 13,954 shares of EPR Properties worth $697K as of Q1 2026.
Ameritas Investment Partners left its EPR Properties share count unchanged in Q1 2026.
EPR Properties made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #732 holding.
Ameritas Investment Partners first reported a position in EPR Properties in Q4 2013 and has held it in 50 quarters since.
Ameritas Investment Partners's EPR Properties position peaked at $1.69M in Q3 2019.
463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.