IC
EPR icon

IEQ Capital’s EPR Properties EPR Stock Holding History

IEQ Capital’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 		$2.55M Buy
51,098
+11,920
+30% +$655K 0.01% 681
2025
Q4 		$1.95M Sell
39,178
-4,844
-11% -$252K 0.01% 802
2025
Q3 		$2.55M Sell
44,022
-40,935
-48% -$2.3M 0.01% 675
2025
Q2 		$4.95M Buy
84,957
+58,081
+216% +$3.06M 0.03% 423
2025
Q1 		$1.41M Buy
26,876
+19,032
+243% +$934K 0.01% 668
2024
Q4 		$347K Buy
7,844
+3,699
+89% +$169K ﹤0.01% 974
2024
Q3 		$203K Buy
+4,145
New +$189K ﹤0.01% 1059

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

IEQ Capital's EPR Position: Q1 2026 in Review

IEQ Capital increased its EPR Properties (EPR) stake by 30% in Q1 2026, buying an estimated $655K and bringing the position to 51,098 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #681.

IEQ Capital first reported a position in EPR in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.95M in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • IEQ Capital held 51,098 shares of EPR Properties worth $2.55M as of Q1 2026.
  • IEQ Capital bought 11,920 EPR Properties shares in Q1 2026, an estimated $655K.
  • EPR Properties made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #681 holding.
  • IEQ Capital first reported a position in EPR Properties in Q3 2024 and has held it in 7 quarters since.
  • IEQ Capital's EPR Properties position peaked at $4.95M in Q2 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.