BGAI
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Bruce G. Allen Investments’s EPR Properties EPR Stock Holding History

Bruce G. Allen Investments’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 		$1.55K Hold
31
– – ﹤0.01% 731
2025
Q4 		$1.55K Hold
31
– – ﹤0.01% 738
2025
Q3 		$1.8K Hold
31
– – ﹤0.01% 719
2025
Q2 		$1.81K Hold
31
– – ﹤0.01% 726
2025
Q1 		$1.63K Hold
31
– – ﹤0.01% 736
2024
Q4 		$1.37K Hold
31
– – ﹤0.01% 770
2024
Q3 		$1.52K Hold
31
– – ﹤0.01% 756
2024
Q2 		$1.3K Buy
31
+12
+63% +$494 ﹤0.01% 743
2024
Q1 		$807 Hold
19
– – ﹤0.01% 807
2023
Q4 		$921 Buy
+19
New +$847 ﹤0.01% 837

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

Bruce G. Allen Investments's EPR Position: Q1 2026 in Review

Bruce G. Allen Investments held its EPR Properties (EPR) position steady in Q1 2026 at 31 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Bruce G. Allen Investments first reported a position in EPR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.81K in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Bruce G. Allen Investments held 31 shares of EPR Properties worth $1.55K as of Q1 2026.
  • Bruce G. Allen Investments left its EPR Properties share count unchanged in Q1 2026.
  • EPR Properties made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #731 holding.
  • Bruce G. Allen Investments first reported a position in EPR Properties in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's EPR Properties position peaked at $1.81K in Q2 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.