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Cooper Financial Group’s EPR Properties EPR Stock Holding History

Cooper Financial 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 		– Sell
-3,463
Closed -$201K – 388
2025
Q3 		$201K Sell
3,463
-347
-9% -$19.5K 0.02% 378
2025
Q2 		$222K Buy
+3,810
New +$201K 0.03% 346
2024
Q1 		– Sell
-4,515
Closed -$219K – 354
2023
Q4 		$219K Buy
+4,515
New +$201K 0.04% 322
2023
Q3 		– Sell
-5,106
Closed -$239K – 330
2023
Q2 		$239K Buy
+5,106
New +$215K 0.06% 282

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

Cooper Financial Group's EPR Position: Q4 2025 in Review

Cooper Financial Group sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 3,463 shares — an estimated $201K sold.

Cooper Financial Group first reported a position in EPR in Q2 2023 and held it in 4 quarters. The position peaked at $239K in Q2 2023. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Cooper Financial Group reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Cooper Financial Group sold 3,463 EPR Properties shares in Q4 2025, an estimated $201K.
  • Cooper Financial Group first reported a position in EPR Properties in Q2 2023 and held it in 4 quarters.
  • Cooper Financial Group's EPR Properties position peaked at $239K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Cooper Financial Group's 13F filing for Q4 2025, filed 8 Jan 2026.