Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s EPR Properties EPR Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	–	Sell	-88,000	Closed	-$4.39M	–	1517
2025 Q4	$4.39M	Buy	+88,000	New	+$4.58M	0.01%	708
2022 Q4	–	Sell	-10,373	Closed	-$372K	–	1461
2022 Q3	$372K	Sell	10,373 -17,522	-63%	-$827K	﹤0.01%	1122
2022 Q2	$1.31M	Sell	27,895 -58,374	-68%	-$2.96M	0.01%	884
2022 Q1	$4.72M	Sell	86,269 -2,296	-3%	-$111K	0.02%	551
2021 Q4	$4.21M	Buy	+88,565	New	+$4.4M	0.01%	684
2021 Q2	–	Sell	-1,883	Closed	-$88K	–	1835
2021 Q1	$88K	Buy	+1,883	New	+$79.4K	﹤0.01%	1320

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's EPR Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 88,000 shares — an estimated $4.39M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in EPR in Q1 2021 and held it in 6 quarters. The position peaked at $4.72M in Q1 2022. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 88,000 EPR Properties shares in Q1 2026, an estimated $4.39M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in EPR Properties in Q1 2021 and held it in 6 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's EPR Properties position peaked at $4.72M in Q1 2022.
464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.