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Inscription Capital’s EPR Properties EPR Stock Holding History

Inscription 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 		$1.01M Sell
20,173
-427
-2% -$23.5K 0.11% 186
2025
Q4 		$1.03M Buy
20,600
+7,199
+54% +$375K 0.11% 188
2025
Q3 		$777K Buy
13,401
+5,595
+72% +$314K 0.08% 243
2025
Q2 		$455K Buy
+7,806
New +$411K 0.07% 239
2019
Q1 		– Sell
-54
Closed -$3K – 265
2018
Q4 		$3K Buy
+54
New +$3.71K ﹤0.01% 282

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