Jim Simons
EPR icon

Jim Simons’s EPR Properties EPR Stock Holding History

Jim Simons’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 		$28.2M Sell
564,400
-126,900
-18% -$6.98M 0.04% 519
2025
Q4 		$34.5M Sell
691,300
-284,523
-29% -$14.8M 0.05% 407
2025
Q3 		$56.6M Sell
975,823
-601,794
-38% -$33.8M 0.07% 306
2025
Q2 		$91.9M Sell
1,577,617
-58,006
-4% -$3.06M 0.12% 173
2025
Q1 		$86.1M Buy
1,635,623
+254,300
+18% +$12.5M 0.13% 187
2024
Q4 		$61.2M Sell
1,381,323
-2,900
-0.2% -$133K 0.09% 261
2024
Q3 		$67.9M Buy
1,384,223
+206,637
+18% +$9.43M 0.1% 234
2024
Q2 		$49.4M Buy
1,177,586
+222,800
+23% +$9.17M 0.08% 296
2024
Q1 		$40.5M Buy
954,786
+176,100
+23% +$7.68M 0.06% 370
2023
Q4 		$37.7M Buy
778,686
+244,986
+46% +$10.9M 0.06% 377
2023
Q3 		$22.2M Buy
533,700
+189,600
+55% +$8.35M 0.04% 528
2023
Q2 		$16.1M Buy
344,100
+42,400
+14% +$1.79M 0.02% 776
2023
Q1 		$11.5M Sell
301,700
-72,000
-19% -$2.87M 0.02% 1020
2022
Q4 		$14.1M Buy
373,700
+199,900
+115% +$7.78M 0.02% 902
2022
Q3 		$6.23M Sell
173,800
-194,400
-53% -$9.17M 0.01% 1305
2022
Q2 		$17.3M Buy
368,200
+258,322
+235% +$13.1M 0.02% 804
2022
Q1 		$6.01M Buy
109,878
+33,703
+44% +$1.63M 0.01% 1460
2021
Q4 		$3.62M Sell
76,175
-194,936
-72% -$9.68M ﹤0.01% 1730
2021
Q3 		$13.4M Buy
271,111
+141,511
+109% +$7.18M 0.02% 868
2021
Q2 		$6.83M Buy
+129,600
New +$6.44M 0.01% 1439
2021
Q1 		– Sell
-118,100
Closed -$3.84M – 3419
2020
Q4 		$3.84M Sell
118,100
-331,700
-74% -$9.76M ﹤0.01% 1751
2020
Q3 		$12.4M Buy
449,800
+262,900
+141% +$8.22M 0.01% 1008
2020
Q2 		$6.19M Sell
186,900
-69,600
-27% -$2.07M 0.01% 1508
2020
Q1 		$6.21M Sell
256,500
-13,800
-5% -$791K 0.01% 1441
2019
Q4 		$19.1M Sell
270,300
-42,000
-13% -$3.1M 0.01% 1027
2019
Q3 		$24M Buy
312,300
+34,700
+13% +$2.64M 0.02% 867
2019
Q2 		$20.7M Buy
277,600
+32,729
+13% +$2.55M 0.02% 943
2019
Q1 		$18.8M Sell
244,871
-84,229
-26% -$6.13M 0.02% 1010
2018
Q4 		$21.1M Buy
+329,100
New +$22.6M 0.02% 855
2018
Q1 		– Sell
-192,778
Closed -$12.6M – 3415
2017
Q4 		$12.6M Sell
192,778
-201,823
-51% -$13.8M 0.01% 1246
2017
Q3 		$27.5M Buy
394,601
+237,401
+151% +$16.7M 0.03% 706
2017
Q2 		$11.3M Buy
157,200
+100,900
+179% +$7.35M 0.01% 1208
2017
Q1 		$4.14M Sell
56,300
-78,000
-58% -$5.76M 0.01% 1807
2016
Q4 		$9.64M Buy
+134,300
New +$9.59M 0.02% 1254
2015
Q4 		– Sell
-234,100
Closed -$12.1M – 3310
2015
Q3 		$12.1M Buy
234,100
+72,622
+45% +$3.93M 0.03% 817
2015
Q2 		$8.85M Sell
161,478
-17,722
-10% -$1.03M 0.02% 1051
2015
Q1 		$10.8M Buy
179,200
+52,800
+42% +$3.24M 0.02% 896
2014
Q4 		$7.28M Buy
126,400
+96,000
+316% +$5.33M 0.02% 1060
2014
Q3 		$1.54M Buy
30,400
+21,100
+227% +$1.17M ﹤0.01% 1807
2014
Q2 		$520K Sell
9,300
-113,456
-92% -$6.15M ﹤0.01% 2307
2014
Q1 		$6.55M Buy
122,756
+100,056
+441% +$5.16M 0.02% 1108
2013
Q4 		$1.12M Sell
22,700
-500
-2% -$25K ﹤0.01% 2025
2013
Q3 		$1.13M Buy
+23,200
New +$1.17M ﹤0.01% 1958

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

Jim Simons's EPR Position: Q1 2026 in Review

Jim Simons reduced its EPR Properties (EPR) stake by 18% in Q1 2026, selling an estimated $6.98M and leaving 564,400 shares worth $28.2M. The position accounts for 0.04% of the portfolio, ranked #519.

Jim Simons first reported a position in EPR in Q3 2013 and has held it in 43 quarters since. The position peaked at $91.9M in Q2 2025. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Jim Simons held 564,400 shares of EPR Properties worth $28.2M as of Q1 2026.
  • Jim Simons sold 126,900 EPR Properties shares in Q1 2026, an estimated $6.98M.
  • EPR Properties made up 0.04% of Jim Simons's portfolio in Q1 2026, its #519 holding.
  • Jim Simons first reported a position in EPR Properties in Q3 2013 and has held it in 43 quarters since.
  • Jim Simons's EPR Properties position peaked at $91.9M in Q2 2025.
  • 464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.