Financial Gravity Asset Management’s EPR Properties EPR Stock Holding History

Financial Gravity Asset 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 Q1	$9.57K	Buy	+182	New	+$8.93K	﹤0.01%	616
2024 Q2	–	Sell	-11	Closed	-$450	–	1736
2024 Q1	$450	Buy	+11	New	+$480	﹤0.01%	1387
2023 Q3	–	Sell	-47	Closed	-$1.59K	–	1405
2023 Q2	$1.59K	Buy	47 +9	+24%	+$380	﹤0.01%	695
2023 Q1	$2	Buy	+38	New	+$1.51K	﹤0.01%	990
2019 Q4	–	Sell	-3	Closed	–	–	1461
2019 Q3	$0	Sell	3 -89	-97%	-$6.77K	﹤0.01%	1300
2019 Q2	$7K	Sell	92 -95	-51%	-$7.41K	0.01%	640
2019 Q1	$15K	Buy	+187	New	+$13.6K	0.01%	480
2018 Q3	$5K	Buy	73 +1	+1%	+$68	0.01%	724
2018 Q2	$5K	Sell	72 -631	-90%	-$37.4K	﹤0.01%	742
2018 Q1	$39K	Buy	+703	New	+$40.7K	0.04%	381

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Gravity Asset Management's EPR Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in EPR Properties (EPR) in Q1 2025: 182 shares worth $9.57K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in EPR as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in EPR in Q1 2018 and has held it in 10 quarters since. The position peaked at $39K in Q1 2018. 387 funds tracked by Wall St. Rank hold EPR as of Q1 2025.

Financial Gravity Asset Management held 182 shares of EPR Properties worth $9.57K as of Q1 2025.
EPR Properties was a new Financial Gravity Asset Management position in Q1 2025.
EPR Properties made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #616 holding.
Financial Gravity Asset Management first reported a position in EPR Properties in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's EPR Properties position peaked at $39K in Q1 2018.
387 funds tracked by Wall St. Rank held EPR Properties as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.