Boston Partners’s EPR Properties EPR Stock Holding History

Boston 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
2024 Q2	–	Sell	-12,184	Closed	-$517K	–	739
2024 Q1	$517K	Buy	+12,184	New	+$531K	﹤0.01%	694

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners's EPR Position: Q2 2024 in Review

Boston Partners sold out of EPR Properties (EPR) in Q2 2024, closing a stake of 12,184 shares — an estimated $517K sold.

Boston Partners first reported a position in EPR in Q1 2024 and held it in 1 quarter. The position peaked at $517K in Q1 2024. 354 funds tracked by Wall St. Rank hold EPR as of Q2 2024.

Boston Partners reported no remaining EPR Properties position as of Q2 2024 after selling out during the quarter.
Boston Partners sold 12,184 EPR Properties shares in Q2 2024, an estimated $517K.
Boston Partners first reported a position in EPR Properties in Q1 2024 and held it in 1 quarter.
Boston Partners's EPR Properties position peaked at $517K in Q1 2024.
354 funds tracked by Wall St. Rank held EPR Properties as of Q2 2024.

Based on Boston Partners's 13F filing for Q2 2024, filed 14 Aug 2024.