Byrne Asset Management’s EPR Properties EPR Stock Holding History

Byrne Asset Management’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 Q2	$757K	Buy	13,058 +132	+1%	+$7.5K	0.41%	65
2026 Q1	$646K	Sell	12,926 -27	-0.2%	-$1.49K	0.38%	68
2025 Q4	$646K	Buy	12,953 +6,980	+117%	+$363K	0.36%	72
2025 Q3	$346K	Sell	5,973 -332	-5%	-$18.7K	0.21%	86
2025 Q2	$367K	Buy	+6,305	New	+$332K	0.24%	77
2025 Q1	–	Hold	0	–	–	–	81
2024 Q4	–	Sell	-5,505	Closed	-$252K	–	98
2024 Q3	$270K	Buy	+5,505	New	+$251K	0.18%	98
2024 Q2	–	Sell	-6,670	Closed	-$274K	–	97
2024 Q1	$283K	Buy	6,670 +95	+1%	+$4.14K	0.2%	97
2023 Q4	$322K	Buy	+6,575	New	+$293K	0.25%	88
2023 Q3	–	Sell	-6,365	Closed	-$280K	–	94
2023 Q2	$298K	Buy	6,365 +300	+5%	+$12.7K	0.19%	123
2023 Q1	$231K	Sell	6,065 -1,486	-20%	-$59.2K	0.17%	123
2022 Q4	$285K	Buy	7,551 +2,965	+65%	+$115K	0.21%	111
2022 Q3	$165K	Buy	4,586 +1,076	+31%	+$50.8K	0.13%	123
2022 Q2	$170K	Sell	3,510 -625	-15%	-$31.7K	0.13%	108
2022 Q1	$226K	Buy	4,135 +110	+3%	+$5.33K	0.14%	107
2021 Q4	$191K	Buy	+4,025	New	+$200K	0.12%	113

Other funds holding EPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Byrne Asset Management's EPR Position: Q2 2026 in Review

Byrne Asset Management increased its EPR Properties (EPR) stake by 1% in Q2 2026, buying an estimated $7.5K and bringing the position to 13,058 shares worth $757K. The position accounts for 0.41% of the portfolio, ranked #65.

Byrne Asset Management first reported a position in EPR in Q4 2021 and has held it in 15 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Byrne Asset Management held 13,058 shares of EPR Properties worth $757K as of Q2 2026.
Byrne Asset Management bought 132 EPR Properties shares in Q2 2026, an estimated $7.5K.
EPR Properties made up 0.41% of Byrne Asset Management's portfolio in Q2 2026, its #65 holding.
Byrne Asset Management first reported a position in EPR Properties in Q4 2021 and has held it in 15 quarters since.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.