JFG
EPR icon

Jefferies Financial Group’s EPR Properties EPR Stock Holding History

Jefferies Financial Group’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 		$249K Sell
4,991
-64,471
-93% -$3.54M ﹤0.01% 1434
2025
Q4 		$3.47M Buy
69,462
+2,862
+4% +$149K 0.02% 588
2025
Q3 		$3.86M Buy
+66,600
New +$3.74M 0.02% 445
2024
Q3 		– Sell
-6,277
Closed -$264K – 1528
2024
Q2 		$264K Buy
6,277
+847
+16% +$34.8K ﹤0.01% 1151
2024
Q1 		$231K Buy
+5,430
New +$237K ﹤0.01% 1300
2023
Q3 		– Sell
-7,177
Closed -$336K – 1710
2023
Q2 		$336K Buy
+7,177
New +$303K ﹤0.01% 1291

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