HRT Financial’s EPR Properties EPR Stock Holding History

HRT Financial’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	$324K	Buy	+6,489	New	+$357K	﹤0.01%	2813
2025 Q4	–	Sell	-27,156	Closed	-$1.57M	–	3380
2025 Q3	$1.57M	Sell	27,156 -36,424	-57%	-$2.05M	0.01%	1286
2025 Q2	$3.7M	Buy	+63,580	New	+$3.35M	0.02%	663
2023 Q4	–	Sell	-14,429	Closed	-$599K	–	2506
2023 Q3	$599K	Buy	+14,429	New	+$635K	0.01%	1300
2021 Q4	–	Sell	-21,499	Closed	-$1.06M	–	3403
2021 Q3	$1.06M	Buy	+21,499	New	+$1.09M	0.01%	1217
2020 Q4	–	Sell	-58,245	Closed	-$1.6M	–	2012
2020 Q3	$1.6M	Buy	+58,245	New	+$1.82M	0.05%	312

Other funds holding EPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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