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Concurrent Investment Advisors’s EPR Properties EPR Stock Holding History

Concurrent Investment 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
2026
Q1 		– Sell
-15,678
Closed -$782K – 1966
2025
Q4 		$782K Buy
15,678
+8,116
+107% +$423K 0.01% 941
2025
Q3 		$439K Buy
+7,562
New +$425K 0.01% 969

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

Concurrent Investment Advisors's EPR Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 15,678 shares — an estimated $782K sold.

Concurrent Investment Advisors first reported a position in EPR in Q3 2025 and held it in 2 quarters. The position peaked at $782K in Q4 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 15,678 EPR Properties shares in Q1 2026, an estimated $782K.
  • Concurrent Investment Advisors first reported a position in EPR Properties in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's EPR Properties position peaked at $782K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.