EMC Capital Management’s EPR Properties EPR Stock Holding History

EMC Capital Management’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	$194K	Sell	3,879 -684	-15%	-$35.6K	0.09%	78
2025 Q3	$265K	Hold	4,563	–	–	0.13%	60
2025 Q2	$266K	Sell	4,563 -4,237	-48%	-$223K	0.14%	42
2025 Q1	$463K	Hold	8,800	–	–	0.28%	40
2024 Q4	$390K	Buy	8,800 +7,462	+558%	+$342K	0.22%	64
2024 Q3	$576K	Sell	1,338 -7,462	-85%	-$341K	0.38%	29
2024 Q2	$369K	Hold	8,800	–	–	0.21%	69
2024 Q1	$374K	Buy	8,800 +5,758	+189%	+$251K	0.22%	69
2023 Q4	$147K	Hold	3,042	–	–	0.1%	181
2023 Q3	$126K	Sell	3,042 -7,192	-70%	-$317K	0.09%	192
2023 Q2	$289	Buy	10,234 +7,192	+236%	+$304K	0.22%	79
2023 Q1	$116K	Hold	3,042	–	–	0.1%	201
2022 Q4	$115K	Buy	+3,042	New	+$118K	0.1%	209

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

EMC Capital Management's EPR Position: Q4 2025 in Review

EMC Capital Management reduced its EPR Properties (EPR) stake by 15% in Q4 2025, selling an estimated $35.6K and leaving 3,879 shares worth $194K. The position accounts for 0.09% of the portfolio, ranked #78.

EMC Capital Management first reported a position in EPR in Q4 2022 and has held it in 13 quarters since. The position peaked at $576K in Q3 2024. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

EMC Capital Management held 3,879 shares of EPR Properties worth $194K as of Q4 2025.
EMC Capital Management sold 684 EPR Properties shares in Q4 2025, an estimated $35.6K.
EPR Properties made up 0.09% of EMC Capital Management's portfolio in Q4 2025, its #78 holding.
EMC Capital Management first reported a position in EPR Properties in Q4 2022 and has held it in 13 quarters since.
EMC Capital Management's EPR Properties position peaked at $576K in Q3 2024.
457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.