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Atlas Capital Advisors’s EPR Properties EPR Stock Holding History

Atlas Capital Advisors’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 		$328K Hold
6,573
– – 0.04% 325
2025
Q4 		$328K Buy
+6,573
New +$342K 0.04% 330
2025
Q2 		$673K Buy
11,550
+1,890
+20% +$99.6K 0.08% 201
2025
Q1 		$508K Buy
+9,660
New +$474K 0.06% 253
2024
Q4 		– Sell
-140
Closed -$6.87K – 934
2024
Q3 		$6.87K Buy
+140
New +$6.39K ﹤0.01% 752
2024
Q1 		– Sell
-4,872
Closed -$236K – 917
2023
Q4 		$236K Buy
4,872
+1,445
+42% +$64.4K 0.03% 338
2023
Q3 		$142K Buy
3,427
+2,054
+150% +$90.4K 0.02% 395
2023
Q2 		$64.3K Buy
+1,373
New +$57.9K 0.01% 538

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return