HI
EPR icon

Harbour Investments’s EPR Properties EPR Stock Holding History

Harbour Investments’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 		$85.3K Buy
1,708
+85
+5% +$4.67K ﹤0.01% 2052
2025
Q4 		$81K Hold
1,623
– – ﹤0.01% 1741
2025
Q3 		$94.2K Sell
1,623
-359
-18% -$20.2K ﹤0.01% 1599
2025
Q2 		$115K Buy
1,982
+71
+4% +$3.74K ﹤0.01% 1438
2025
Q1 		$101K Buy
1,911
+28
+1% +$1.37K ﹤0.01% 1435
2024
Q4 		$83.4K Hold
1,883
– – ﹤0.01% 1449
2024
Q3 		$92.4K Sell
1,883
-418
-18% -$19.1K ﹤0.01% 1365
2024
Q2 		$96.6K Sell
2,301
-112
-5% -$4.61K ﹤0.01% 1261
2024
Q1 		$102K Buy
2,413
+1,667
+223% +$72.7K ﹤0.01% 1205
2023
Q4 		$36.2K Buy
746
+19
+3% +$847 ﹤0.01% 1602
2023
Q3 		$30.2K Sell
727
-5
-0.7% -$220 ﹤0.01% 1572
2023
Q2 		$34.2K Buy
732
+70
+11% +$2.95K ﹤0.01% 1525
2023
Q1 		$25.2K Sell
662
-69
-9% -$2.75K ﹤0.01% 1642
2022
Q4 		$27.6K Sell
731
-37
-5% -$1.44K ﹤0.01% 1542
2022
Q3 		$36K Hold
768
– – ﹤0.01% 1402
2022
Q2 		$36K Buy
+768
New +$38.9K ﹤0.01% 1402
2021
Q4 		$18K Sell
382
-122
-24% -$6.06K ﹤0.01% 1708
2021
Q3 		$25K Sell
504
-62
-11% -$3.15K ﹤0.01% 2171
2021
Q2 		$30K Hold
566
– – ﹤0.01% 2092
2021
Q1 		$26K Buy
+566
New +$23.9K ﹤0.01% 2059

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