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Horizon Investments’s EPR Properties EPR Stock Holding History

Horizon 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 		$1.15M Buy
23,172
+8,898
+62% +$489K 0.01% 614
2025
Q4 		$712K Buy
+14,274
New +$743K 0.01% 732
2025
Q3 		– Sell
-9,226
Closed -$535K – 1214
2025
Q2 		$535K Buy
+9,226
New +$486K 0.01% 740
2024
Q3 		– Sell
-8
Closed -$334 – 849
2024
Q2 		$334 Hold
8
– – ﹤0.01% 813
2024
Q1 		$337 Hold
8
– – ﹤0.01% 795
2023
Q4 		$385 Buy
+8
New +$357 ﹤0.01% 772

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

Horizon Investments's EPR Position: Q1 2026 in Review

Horizon Investments increased its EPR Properties (EPR) stake by 62% in Q1 2026, buying an estimated $489K and bringing the position to 23,172 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #614.

Horizon Investments first reported a position in EPR in Q4 2023 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Horizon Investments held 23,172 shares of EPR Properties worth $1.15M as of Q1 2026.
  • Horizon Investments bought 8,898 EPR Properties shares in Q1 2026, an estimated $489K.
  • EPR Properties made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #614 holding.
  • Horizon Investments first reported a position in EPR Properties in Q4 2023 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.