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Choreo LLC’s EPR Properties EPR Stock Holding History

Choreo LLC’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 		$514K Buy
10,231
+1,376
+16% +$75.7K 0.01% 923
2025
Q4 		$448K Sell
8,855
-1,307
-13% -$68K 0.01% 974
2025
Q3 		$592K Buy
10,162
+1,759
+21% +$98.8K 0.01% 849
2025
Q2 		$492K Buy
8,403
+2,327
+38% +$123K 0.01% 901
2025
Q1 		$321K Buy
6,076
+1,112
+22% +$54.5K 0.01% 1055
2024
Q4 		$219K Sell
4,964
-512
-9% -$23.5K ﹤0.01% 1374
2024
Q3 		$266K Buy
5,476
+243
+5% +$11.1K ﹤0.01% 1279
2024
Q2 		$217K Buy
+5,233
New +$215K ﹤0.01% 1290

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

Choreo LLC's EPR Position: Q1 2026 in Review

Choreo LLC increased its EPR Properties (EPR) stake by 16% in Q1 2026, buying an estimated $75.7K and bringing the position to 10,231 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #923.

Choreo LLC first reported a position in EPR in Q2 2024 and has held it in 8 quarters since. The position peaked at $592K in Q3 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Choreo LLC held 10,231 shares of EPR Properties worth $514K as of Q1 2026.
  • Choreo LLC bought 1,376 EPR Properties shares in Q1 2026, an estimated $75.7K.
  • EPR Properties made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #923 holding.
  • Choreo LLC first reported a position in EPR Properties in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's EPR Properties position peaked at $592K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.