Joel Greenblatt’s EPR Properties EPR Stock Holding History

Joel Greenblatt’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 Q2	$10.6M	Sell	182,485 -30,375	-14%	-$1.73M	0.02%	776
2026 Q1	$10.6M	Buy	212,860 +116,429	+121%	+$6.4M	0.03%	671
2025 Q4	$4.81M	Buy	96,431 +73,174	+315%	+$3.81M	0.02%	824
2025 Q3	$1.35M	Buy	23,257 +14,786	+175%	+$831K	0.01%	1113
2025 Q2	$494K	Buy	+8,471	New	+$446K	﹤0.01%	1325
2020 Q3	–	Sell	-6,455	Closed	-$214K	–	1058
2020 Q2	$214K	Buy	+6,455	New	+$192K	0.01%	949
2019 Q3	–	Sell	-3,439	Closed	-$257K	–	1122
2019 Q2	$257K	Buy	3,439 +194	+6%	+$15.1K	﹤0.01%	996
2019 Q1	$250K	Buy	+3,245	New	+$236K	﹤0.01%	1047

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Joel Greenblatt's EPR Position: Q2 2026 in Review

Joel Greenblatt reduced its EPR Properties (EPR) stake by 14% in Q2 2026, selling an estimated $1.73M and leaving 182,485 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #776.

Joel Greenblatt first reported a position in EPR in Q1 2019 and has held it in 8 quarters since. The position peaked at $10.6M in Q1 2026. 486 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Joel Greenblatt held 182,485 shares of EPR Properties worth $10.6M as of Q2 2026.
Joel Greenblatt sold 30,375 EPR Properties shares in Q2 2026, an estimated $1.73M.
EPR Properties made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #776 holding.
Joel Greenblatt first reported a position in EPR Properties in Q1 2019 and has held it in 8 quarters since.
Joel Greenblatt's EPR Properties position peaked at $10.6M in Q1 2026.
486 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.