CIBC Private Wealth Group
EPR icon

CIBC Private Wealth Group’s EPR Properties EPR Stock Holding History

CIBC Private Wealth Group’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 		$113K Sell
2,272
-1,007
-31% -$52.4K ﹤0.01% 1449
2025
Q3 		$190K Buy
3,279
+1,088
+50% +$61.1K ﹤0.01% 1208
2025
Q2 		$128K Sell
2,191
-3,405
-61% -$179K ﹤0.01% 1292
2025
Q1 		$244K Sell
5,596
-191
-3% -$9.37K ﹤0.01% 1014
2024
Q4 		$260K Buy
5,787
+787
+16% +$36.1K ﹤0.01% 1064
2024
Q3 		$245K Buy
5,000
+164
+3% +$7.49K ﹤0.01% 1096
2024
Q2 		$201K Buy
4,836
+276
+6% +$11.4K ﹤0.01% 1100
2024
Q1 		$191K Buy
4,560
+320
+8% +$14K ﹤0.01% 1139
2023
Q4 		$205K Buy
+4,240
New +$189K ﹤0.01% 1065
2019
Q2 		– Sell
-12,555
Closed -$965K – 930
2019
Q1 		$965K Sell
12,555
-523
-4% -$38K ﹤0.01% 597
2018
Q4 		$837K Buy
13,078
+1,859
+17% +$128K ﹤0.01% 595
2018
Q3 		$768K Buy
11,219
+430
+4% +$29.2K ﹤0.01% 695
2018
Q2 		$699K Sell
10,789
-36
-0.3% -$2.13K ﹤0.01% 707
2018
Q1 		$600K Sell
10,825
-2,981
-22% -$173K ﹤0.01% 741
2017
Q4 		$904K Sell
13,806
-205
-1% -$14K ﹤0.01% 674
2017
Q3 		$977K Buy
+14,011
New +$987K ﹤0.01% 648

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

CIBC Private Wealth Group's EPR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its EPR Properties (EPR) stake by 31% in Q4 2025, selling an estimated $52.4K and leaving 2,272 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

CIBC Private Wealth Group first reported a position in EPR in Q3 2017 and has held it in 16 quarters since. The position peaked at $977K in Q3 2017. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • CIBC Private Wealth Group held 2,272 shares of EPR Properties worth $113K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,007 EPR Properties shares in Q4 2025, an estimated $52.4K.
  • EPR Properties made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1449 holding.
  • CIBC Private Wealth Group first reported a position in EPR Properties in Q3 2017 and has held it in 16 quarters since.
  • CIBC Private Wealth Group's EPR Properties position peaked at $977K in Q3 2017.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.