GAM
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Gotham Asset Management’s EPR Properties EPR Stock Holding History

Gotham 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
2026
Q1 		$10.6M Buy
212,860
+116,429
+121% +$6.4M 0.03% 671
2025
Q4 		$4.81M Buy
96,431
+73,174
+315% +$3.81M 0.02% 824
2025
Q3 		$1.35M Buy
23,257
+14,786
+175% +$831K 0.01% 1113
2025
Q2 		$494K Buy
+8,471
New +$446K ﹤0.01% 1325
2020
Q3 		– Sell
-6,455
Closed -$214K – 1058
2020
Q2 		$214K Buy
+6,455
New +$192K 0.01% 949
2019
Q3 		– Sell
-3,439
Closed -$257K – 1122
2019
Q2 		$257K Buy
3,439
+194
+6% +$15.1K ﹤0.01% 996
2019
Q1 		$250K Buy
+3,245
New +$236K ﹤0.01% 1047

Other funds holding EPR

BlackRock
BlackRock New York $5.72T 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

Gotham Asset Management's EPR Position: Q1 2026 in Review

Gotham Asset Management increased its EPR Properties (EPR) stake by 121% in Q1 2026, buying an estimated $6.4M and bringing the position to 212,860 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #671.

Gotham Asset Management first reported a position in EPR in Q1 2019 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Gotham Asset Management held 212,860 shares of EPR Properties worth $10.6M as of Q1 2026.
  • Gotham Asset Management bought 116,429 EPR Properties shares in Q1 2026, an estimated $6.4M.
  • EPR Properties made up 0.03% of Gotham Asset Management's portfolio in Q1 2026, its #671 holding.
  • Gotham Asset Management first reported a position in EPR Properties in Q1 2019 and has held it in 7 quarters since.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.