Capstone Investment Advisors
EPR icon

Capstone Investment Advisors’s EPR Properties EPR Stock Holding History

Capstone Investment 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
2025
Q4 		– Sell
-9,824
Closed -$570K – 1734
2025
Q3 		$570K Buy
+9,824
New +$552K ﹤0.01% 1300

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Norges Bank
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
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LSV Asset Management
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Capstone Investment Advisors's EPR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 9,824 shares — an estimated $570K sold.

Capstone Investment Advisors first reported a position in EPR in Q3 2025 and held it in 1 quarter. The position peaked at $570K in Q3 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,824 EPR Properties shares in Q4 2025, an estimated $570K.
  • Capstone Investment Advisors first reported a position in EPR Properties in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's EPR Properties position peaked at $570K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.