Cerity Partners
EPR icon

Cerity Partners’s EPR Properties EPR Stock Holding History

Cerity Partners’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 		$2.04M Buy
40,838
+5,819
+17% +$320K ﹤0.01% 1476
2025
Q4 		$1.75M Sell
35,019
-7,582
-18% -$395K ﹤0.01% 1427
2025
Q3 		$2.47M Buy
42,601
+7,721
+22% +$434K ﹤0.01% 1194
2025
Q2 		$2.03M Buy
34,880
+12,791
+58% +$674K ﹤0.01% 1212
2025
Q1 		$1.16M Buy
22,089
+1,360
+7% +$66.7K ﹤0.01% 1362
2024
Q4 		$951K Buy
20,729
+1,707
+9% +$78.2K ﹤0.01% 1440
2024
Q3 		$933K Buy
19,022
+4,507
+31% +$206K ﹤0.01% 1425
2024
Q2 		$609K Buy
14,515
+199
+1% +$8.19K ﹤0.01% 1455
2024
Q1 		$608K Buy
14,316
+9,478
+196% +$413K ﹤0.01% 1509
2023
Q4 		$234K Buy
+4,838
New +$216K ﹤0.01% 1650
2023
Q1 		– Sell
-5,372
Closed -$203K – 1861
2022
Q4 		$203K Buy
+5,372
New +$209K ﹤0.01% 1340

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VCM
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QCM
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LSV Asset Management
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return