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Empowered Funds’s EPR Properties EPR Stock Holding History

Empowered Funds’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
-3,513
Closed -$204K – 1270
2025
Q3 		$204K Buy
+3,513
New +$197K ﹤0.01% 1717
2025
Q2 		– Sell
-8,746
Closed -$460K – 1779
2025
Q1 		$460K Buy
8,746
+804
+10% +$39.4K 0.01% 1246
2024
Q4 		$352K Buy
+7,942
New +$364K 0.01% 1317

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

Empowered Funds's EPR Position: Q4 2025 in Review

Empowered Funds sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 3,513 shares — an estimated $204K sold.

Empowered Funds first reported a position in EPR in Q4 2024 and held it in 3 quarters. The position peaked at $460K in Q1 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Empowered Funds reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 3,513 EPR Properties shares in Q4 2025, an estimated $204K.
  • Empowered Funds first reported a position in EPR Properties in Q4 2024 and held it in 3 quarters.
  • Empowered Funds's EPR Properties position peaked at $460K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.