FP
EPR icon

Financial Perspectives’s EPR Properties EPR Stock Holding History

Financial Perspectives’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 		$400 Hold
8
– – ﹤0.01% 680
2025
Q4 		$399 Hold
8
– – ﹤0.01% 683
2025
Q3 		$464 Hold
8
– – ﹤0.01% 681
2025
Q2 		$466 Hold
8
– – ﹤0.01% 679
2025
Q1 		$421 Hold
8
– – ﹤0.01% 685
2024
Q4 		$354 Hold
8
– – ﹤0.01% 687
2024
Q3 		$392 Hold
8
– – ﹤0.01% 644
2024
Q2 		$336 Hold
8
– – ﹤0.01% 644
2024
Q1 		$340 Hold
8
– – ﹤0.01% 636
2023
Q4 		$388 Hold
8
– – ﹤0.01% 661
2023
Q3 		$332 Hold
8
– – ﹤0.01% 673
2023
Q2 		$374 Buy
+8
New +$338 ﹤0.01% 654

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