GEA
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Glen Eagle Advisors’s EPR Properties EPR Stock Holding History

Glen Eagle Advisors’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 		$971 Hold
19
– – ﹤0.01% 927
2025
Q4 		$955 Hold
19
– – ﹤0.01% 964
2025
Q3 		$1.09K Hold
19
– – ﹤0.01% 988
2025
Q2 		$1.08K Buy
19
+1
+6% +$53 ﹤0.01% 926
2025
Q1 		$958 Hold
18
– – ﹤0.01% 937
2024
Q4 		$792 Hold
18
– – ﹤0.01% 991
2024
Q3 		$861 Buy
18
+1
+6% +$46 ﹤0.01% 1022
2024
Q2 		$724 Buy
+17
New +$699 ﹤0.01% 1040

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