Investors Research Corp’s EPR Properties EPR Stock Holding History

Investors Research Corp’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	–	Sell	-300	Closed	-$15K	–	876
2025 Q4	$15K	Hold	300	–	–	﹤0.01%	577
2025 Q3	$17.4K	Hold	300	–	–	﹤0.01%	576
2025 Q2	$17.5K	Hold	300	–	–	﹤0.01%	612
2025 Q1	$15.8K	Hold	300	–	–	﹤0.01%	627
2024 Q4	$13.3K	Hold	300	–	–	﹤0.01%	640
2024 Q3	$14.7K	Hold	300	–	–	﹤0.01%	644
2024 Q2	$12.6K	Hold	300	–	–	﹤0.01%	684
2024 Q1	$12.7K	Hold	300	–	–	﹤0.01%	683
2023 Q4	$14.5K	Hold	300	–	–	﹤0.01%	692
2023 Q3	$12.5K	Hold	300	–	–	﹤0.01%	717
2023 Q2	$14K	Hold	300	–	–	﹤0.01%	712
2023 Q1	$11.4K	Hold	300	–	–	﹤0.01%	753
2022 Q4	$11.3K	Hold	300	–	–	﹤0.01%	754
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	730
2022 Q2	$14K	Buy	+300	New	+$15.2K	﹤0.01%	707

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investors Research Corp's EPR Position: Q1 2026 in Review

Investors Research Corp sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 300 shares — an estimated $15K sold.

Investors Research Corp first reported a position in EPR in Q2 2022 and held it in 15 quarters. The position peaked at $17.5K in Q2 2025. 466 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Investors Research Corp reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
Investors Research Corp sold 300 EPR Properties shares in Q1 2026, an estimated $15K.
Investors Research Corp first reported a position in EPR Properties in Q2 2022 and held it in 15 quarters.
Investors Research Corp's EPR Properties position peaked at $17.5K in Q2 2025.
466 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.