IIM
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INTECH Investment Management’s EPR Properties EPR Stock Holding History

INTECH Investment Management’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 		$6.84M Sell
136,961
-90,393
-40% -$4.97M 0.07% 267
2025
Q4 		$11.3M Buy
227,354
+161,371
+245% +$8.4M 0.1% 170
2025
Q3 		$3.83M Buy
65,983
+41,381
+168% +$2.33M 0.03% 467
2025
Q2 		$1.43M Buy
24,602
+879
+4% +$46.3K 0.01% 987
2025
Q1 		$1.25M Sell
23,723
-20,182
-46% -$990K 0.01% 1064
2024
Q4 		$1.94M Buy
43,905
+24,373
+125% +$1.12M 0.02% 721
2024
Q3 		$958K Sell
19,532
-14,185
-42% -$648K 0.01% 833
2024
Q2 		$1.42M Buy
+33,717
New +$1.39M 0.02% 532

Other funds holding EPR

BlackRock
BlackRock New York $5.7T 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