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Centerpoint Advisors’s EPR Properties EPR Stock Holding History

Centerpoint 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
Q1 		– Sell
-80
Closed -$4K – 404
2024
Q4 		$4K Hold
80
– – ﹤0.01% 391
2024
Q3 		$4K Buy
+80
New +$3.65K ﹤0.01% 402
2018
Q3 		– Sell
-191
Closed -$12K – 275
2018
Q2 		$12K Buy
+191
New +$11.3K 0.01% 167

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Centerpoint Advisors's EPR Position: Q1 2025 in Review

Centerpoint Advisors sold out of EPR Properties (EPR) in Q1 2025, closing a stake of 80 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in EPR in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 387 funds tracked by Wall St. Rank hold EPR as of Q1 2025.

  • Centerpoint Advisors reported no remaining EPR Properties position as of Q1 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 80 EPR Properties shares in Q1 2025, an estimated $4K.
  • Centerpoint Advisors first reported a position in EPR Properties in Q2 2018 and held it in 3 quarters.
  • Centerpoint Advisors's EPR Properties position peaked at $12K in Q2 2018.
  • 387 funds tracked by Wall St. Rank held EPR Properties as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.