Harvest Fund Management’s EPR Properties EPR Stock Holding History

Harvest Fund 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	$21K	Sell	422 -88	-17%	-$4.84K	﹤0.01%	394
2025 Q4	$25K	Sell	510 -450	-47%	-$23.4K	﹤0.01%	460
2025 Q3	$56K	Sell	960 -4,235	-82%	-$238K	﹤0.01%	431
2025 Q2	$303K	Buy	+5,195	New	+$274K	0.01%	292
2024 Q1	–	Sell	-1,373	Closed	-$67K	–	691
2023 Q4	$67K	Hold	1,373	–	–	0.01%	383
2023 Q3	$57K	Hold	1,373	–	–	0.01%	384
2023 Q2	$64K	Hold	1,373	–	–	0.01%	395
2023 Q1	$52K	Hold	1,373	–	–	0.01%	469
2022 Q4	$52K	Hold	1,373	–	–	0.01%	462
2022 Q3	$49K	Hold	1,373	–	–	0.01%	422
2022 Q2	$64K	Buy	1,373 +1,053	+329%	+$53.3K	0.02%	376
2022 Q1	$17K	Sell	320 -1,488	-82%	-$72.1K	﹤0.01%	594
2021 Q4	$85K	Sell	1,808 -609	-25%	-$30.2K	0.01%	364
2021 Q3	$119K	Buy	2,417 +260	+12%	+$13.2K	0.03%	252
2021 Q2	$113K	Buy	+2,157	New	+$107K	0.01%	242

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Fund Management's EPR Position: Q1 2026 in Review

Harvest Fund Management reduced its EPR Properties (EPR) stake by 17% in Q1 2026, selling an estimated $4.84K and leaving 422 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Harvest Fund Management first reported a position in EPR in Q2 2021 and has held it in 15 quarters since. The position peaked at $303K in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Harvest Fund Management held 422 shares of EPR Properties worth $21K as of Q1 2026.
Harvest Fund Management sold 88 EPR Properties shares in Q1 2026, an estimated $4.84K.
EPR Properties made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #394 holding.
Harvest Fund Management first reported a position in EPR Properties in Q2 2021 and has held it in 15 quarters since.
Harvest Fund Management's EPR Properties position peaked at $303K in Q2 2025.
463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.