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Bell Investment Advisors’s
EPR Properties
EPR
Stock Holding History
Bell Investment Advisors’s Portfolio
EPR Stock Details
EPR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.75K
Hold
115
–
–
﹤0.01%
904
2025
Q4
$5.74K
Hold
115
–
–
﹤0.01%
915
2025
Q3
$6.67K
Sell
115
-39
-25%
-$2.19K
﹤0.01%
796
2025
Q2
$8.97K
Hold
154
–
–
﹤0.01%
726
2025
Q1
$8.1K
Hold
154
–
–
﹤0.01%
686
2024
Q4
$6.82K
Buy
154
+11
+8%
+$504
﹤0.01%
767
2024
Q3
$7.01K
Sell
143
-13
-8%
-$593
﹤0.01%
772
2024
Q2
$6.55K
Hold
156
–
–
﹤0.01%
796
2024
Q1
$6.62K
Hold
156
–
–
﹤0.01%
772
2023
Q4
$7.56K
Sell
156
-4
-3%
-$178
﹤0.01%
667
2023
Q3
$6.65K
Sell
160
-9
-5%
-$396
﹤0.01%
669
2023
Q2
$7.91K
Buy
169
+13
+8%
+$549
﹤0.01%
604
2023
Q1
$5.94K
Buy
156
+13
+9%
+$518
﹤0.01%
699
2022
Q4
$5.39K
Buy
143
+41
+40%
+$1.6K
﹤0.01%
767
2022
Q3
$4K
Sell
102
-22
-18%
-$1.04K
﹤0.01%
772
2022
Q2
$6K
Buy
+124
New
+$6.28K
﹤0.01%
615
2021
Q4
$5K
Sell
113
-19
-14%
-$943
﹤0.01%
753
2021
Q3
$7K
Buy
+132
New
+$6.7K
﹤0.01%
565
Other funds holding EPR
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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