Bank of America
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Bank of America’s EPR Properties EPR Stock Holding History

Bank of America’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
2016
Q4 		– Sell
-1,000
Closed -$79K – 7110
2016
Q3 		$79K Buy
+1,000
New +$79.9K ﹤0.01% 5540

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America's EPR Position: Q1 2026 in Review

Bank of America reduced its EPR Properties (EPR) stake by 18% in Q1 2026, selling an estimated $4.34M and leaving 352,049 shares worth $17.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Bank of America first reported a position in EPR in Q2 2013 and has held it in 52 quarters since. The position peaked at $136M in Q2 2016. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Bank of America held 352,049 shares of EPR Properties worth $17.6M as of Q1 2026.
  • Bank of America sold 79,021 EPR Properties shares in Q1 2026, an estimated $4.34M.
  • EPR Properties made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2507 holding.
  • Bank of America first reported a position in EPR Properties in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's EPR Properties position peaked at $136M in Q2 2016.
  • 464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.