Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s EPR Properties EPR Stock Holding History

Cambridge Investment Research Advisors’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 		$961K Buy
19,239
+7,424
+63% +$408K ﹤0.01% 2203
2025
Q4 		$590K Sell
11,815
-1,503
-11% -$78.2K ﹤0.01% 2560
2025
Q3 		$773K Buy
13,318
+3,320
+33% +$187K ﹤0.01% 2264
2025
Q2 		$583K Buy
9,998
+855
+9% +$45K ﹤0.01% 2402
2025
Q1 		$481K Sell
9,143
-872
-9% -$42.8K ﹤0.01% 2478
2024
Q4 		$443K Sell
10,015
-4,016
-29% -$184K ﹤0.01% 2527
2024
Q3 		$688K Buy
14,031
+3,562
+34% +$163K ﹤0.01% 2154
2024
Q2 		$440K Buy
10,469
+469
+5% +$19.3K ﹤0.01% 2395
2024
Q1 		$424K Buy
10,000
+605
+6% +$26.4K ﹤0.01% 2417
2023
Q4 		$455K Sell
9,395
-532
-5% -$23.7K ﹤0.01% 2263
2023
Q3 		$412K Sell
9,927
-6,014
-38% -$265K ﹤0.01% 2242
2023
Q2 		$746K Buy
15,941
+515
+3% +$21.7K ﹤0.01% 1825
2023
Q1 		$588K Buy
15,426
+403
+3% +$16.1K ﹤0.01% 1976
2022
Q4 		$567K Buy
15,023
+558
+4% +$21.7K ﹤0.01% 1917
2022
Q3 		$519K Buy
14,465
+5,066
+54% +$239K ﹤0.01% 1905
2022
Q2 		$441K Sell
9,399
-1,178
-11% -$59.7K ﹤0.01% 2054
2022
Q1 		$579K Buy
10,577
+1,523
+17% +$73.8K ﹤0.01% 1989
2021
Q4 		$430K Buy
9,054
+425
+5% +$21.1K ﹤0.01% 2232
2021
Q3 		$426K Buy
8,629
+781
+10% +$39.6K ﹤0.01% 2167
2021
Q2 		$413K Buy
7,848
+117
+2% +$5.82K ﹤0.01% 2212
2021
Q1 		$360K Sell
7,731
-885
-10% -$37.3K ﹤0.01% 2155
2020
Q4 		$280K Sell
8,616
-3,318
-28% -$97.6K ﹤0.01% 2195
2020
Q3 		$328K Sell
11,934
-922
-7% -$28.8K ﹤0.01% 1880
2020
Q2 		$426K Sell
12,856
-1,862
-13% -$55.3K ﹤0.01% 1651
2020
Q1 		$356K Buy
14,718
+3,720
+34% +$213K ﹤0.01% 1569
2019
Q4 		$777K Buy
10,998
+381
+4% +$28.1K 0.01% 1299
2019
Q3 		$816K Buy
10,617
+198
+2% +$15.1K 0.01% 1197
2019
Q2 		$777K Sell
10,419
-95
-0.9% -$7.41K 0.01% 1164
2019
Q1 		$808K Sell
10,514
-1,304
-11% -$94.9K 0.01% 1158
2018
Q4 		$757K Buy
11,818
+741
+7% +$51K 0.01% 1089
2018
Q3 		$758K Sell
11,077
-842
-7% -$57.2K 0.01% 1200
2018
Q2 		$772K Sell
11,919
-737
-6% -$43.6K 0.01% 1135
2018
Q1 		$701K Sell
12,656
-620
-5% -$35.9K 0.01% 1138
2017
Q4 		$869K Sell
13,276
-2,024
-13% -$138K 0.01% 975
2017
Q3 		$1.07M Sell
15,300
-281
-2% -$19.8K 0.01% 825
2017
Q2 		$1.12M Buy
+15,581
New +$1.14M 0.02% 751
2017
Q1 		– Sell
-4,335
Closed -$311K – 1775
2016
Q4 		$311K Buy
4,335
+1,574
+57% +$112K 0.01% 1250
2016
Q3 		$217K Buy
+2,761
New +$221K ﹤0.01% 1502

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

Cambridge Investment Research Advisors's EPR Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its EPR Properties (EPR) stake by 63% in Q1 2026, buying an estimated $408K and bringing the position to 19,239 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Cambridge Investment Research Advisors first reported a position in EPR in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.12M in Q2 2017. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Cambridge Investment Research Advisors held 19,239 shares of EPR Properties worth $961K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 7,424 EPR Properties shares in Q1 2026, an estimated $408K.
  • EPR Properties made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2203 holding.
  • Cambridge Investment Research Advisors first reported a position in EPR Properties in Q3 2016 and has held it in 38 quarters since.
  • Cambridge Investment Research Advisors's EPR Properties position peaked at $1.12M in Q2 2017.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.