EP
EPR icon

Edgestream Partners’s EPR Properties EPR Stock Holding History

Edgestream 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
Q1 		$577K Sell
11,552
-77,386
-87% -$4.25M 0.02% 720
2025
Q4 		$4.44M Sell
88,938
-21,437
-19% -$1.12M 0.12% 292
2025
Q3 		$6.4M Sell
110,375
-36,580
-25% -$2.06M 0.19% 179
2025
Q2 		$8.56M Buy
146,955
+100,054
+213% +$5.27M 0.24% 122
2025
Q1 		$2.47M Buy
+46,901
New +$2.3M 0.08% 431
2024
Q1 		– Sell
-4,282
Closed -$207K – 867
2023
Q4 		$207K Buy
+4,282
New +$191K 0.01% 783

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VPM
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VCM
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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