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Crewe Advisors’s EPR Properties EPR Stock Holding History

Crewe 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 		$10.3K Buy
206
+6
+3% +$330 ﹤0.01% 636
2025
Q4 		$9.98K Buy
200
+63
+46% +$3.28K ﹤0.01% 634
2025
Q3 		$7.95K Hold
137
– – ﹤0.01% 674
2025
Q2 		$7.98K Buy
137
+81
+145% +$4.27K ﹤0.01% 485
2025
Q1 		$2.95K Buy
+56
New +$2.75K ﹤0.01% 524
2018
Q3 		– Sell
-350
Closed -$23K – 241
2018
Q2 		$23K Hold
350
– – 0.02% 165
2018
Q1 		$19K Sell
350
-1,056
-75% -$61.2K 0.02% 186
2017
Q4 		$92K Buy
+1,406
New +$96.1K 0.09% 81

Other funds holding EPR

BlackRock
BlackRock New York $5.7T 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