Convergence Investment Partners’s EPR Properties EPR Stock Holding History

Convergence Investment 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 Q2	$2.61M	Buy	44,971 +23,413	+109%	+$1.33M	0.25%	136
2026 Q1	$1.08M	Buy	+21,558	New	+$1.19M	0.18%	182
2025 Q4	–	Sell	-38,165	Closed	-$2.21M	–	265
2025 Q3	$2.21M	Buy	38,165 +16,697	+78%	+$938K	0.5%	57
2025 Q2	$1.25M	Buy	+21,468	New	+$1.13M	0.32%	112
2015 Q1	–	Sell	-14,378	Closed	-$829K	–	376
2014 Q4	$829K	Buy	+14,378	New	+$799K	0.11%	279
2014 Q3	–	Sell	-30,833	Closed	-$1.72M	–	378
2014 Q2	$1.72M	Buy	+30,833	New	+$1.67M	0.23%	148

Other funds holding EPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Convergence Investment Partners's EPR Position: Q2 2026 in Review

Convergence Investment Partners increased its EPR Properties (EPR) stake by 109% in Q2 2026, buying an estimated $1.33M and bringing the position to 44,971 shares worth $2.61M. The position accounts for 0.25% of the portfolio, ranked #136.

Convergence Investment Partners first reported a position in EPR in Q2 2014 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Convergence Investment Partners held 44,971 shares of EPR Properties worth $2.61M as of Q2 2026.
Convergence Investment Partners bought 23,413 EPR Properties shares in Q2 2026, an estimated $1.33M.
EPR Properties made up 0.25% of Convergence Investment Partners's portfolio in Q2 2026, its #136 holding.
Convergence Investment Partners first reported a position in EPR Properties in Q2 2014 and has held it in 6 quarters since.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.