Chilton Capital Management’s EPR Properties EPR Stock Holding History

Chilton Capital 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
2025 Q1	–	Hold	0	–	–	–	526
2022 Q3	–	Sell	-400	Closed	-$19K	–	335
2022 Q2	$19K	Buy	+400	New	+$20.3K	﹤0.01%	401
2014 Q3	–	Sell	-6,420	Closed	-$359K	–	161
2014 Q2	$359K	Sell	6,420 -8,818	-58%	-$478K	0.04%	141
2014 Q1	$814K	Buy	15,238 +5,936	+64%	+$306K	0.09%	125
2013 Q4	$457K	Buy	9,302 +2,728	+41%	+$137K	0.05%	145
2013 Q3	$320K	Buy	6,574 +3,619	+122%	+$182K	0.04%	168
2013 Q2	$149K	Buy	+2,955	New	+$160K	0.02%	209

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Chilton Capital Management's EPR Position: Q1 2025 in Review

Chilton Capital Management held its EPR Properties (EPR) position steady in Q1 2025 at 0 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Chilton Capital Management first reported a position in EPR in Q2 2013 and has held it in 6 quarters since. The position peaked at $814K in Q1 2014. 387 funds tracked by Wall St. Rank hold EPR as of Q1 2025.

Chilton Capital Management held 0 shares of EPR Properties worth $59 as of Q1 2025.
Chilton Capital Management left its EPR Properties share count unchanged in Q1 2025.
EPR Properties made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2025, its #526 holding.
Chilton Capital Management first reported a position in EPR Properties in Q2 2013 and has held it in 6 quarters since.
Chilton Capital Management's EPR Properties position peaked at $814K in Q1 2014.
387 funds tracked by Wall St. Rank held EPR Properties as of Q1 2025.

Based on Chilton Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.