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EPR icon

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
Q2 		$135K Sell
2,331
-20,841
-90% -$1.18M ﹤0.01% 1075
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Horizon Investments's EPR Position: Q2 2026 in Review

Horizon Investments reduced its EPR Properties (EPR) stake by 90% in Q2 2026, selling an estimated $1.18M and leaving 2,331 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Horizon Investments first reported a position in EPR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2026. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Horizon Investments held 2,331 shares of EPR Properties worth $135K as of Q2 2026.
  • Horizon Investments sold 20,841 EPR Properties shares in Q2 2026, an estimated $1.18M.
  • EPR Properties made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1075 holding.
  • Horizon Investments first reported a position in EPR Properties in Q4 2023 and has held it in 7 quarters since.
  • Horizon Investments's EPR Properties position peaked at $1.15M in Q1 2026.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.